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Richard Robert Eicheldinger

Investment adviser representative at Strategic Wealth Partners, Ltd.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Strategic Wealth Partners, Ltd.Jan 2024 to now
  2. Facet WealthNov 2020 to Jan 2024
  3. Affinity Wealth LLCMay 2019 to Nov 2020
  4. True Wealth Design, LLCMay 2018 to May 2019
  5. M&t BankFeb 2018 to Apr 2018
  6. M&t SecuritiesFeb 2018 to Apr 2018
  7. Laid Off/job HuntingOct 2017 to Feb 2018
  8. Hunter AssociatesSep 2015 to Oct 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 1 state (OH).

Strategic Wealth Partners, Ltd.

$1.6BAssets managed
3,674Clients
16Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6233225
Firm CRD
148586
Advisor's SEC record (opens in a new tab)
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