Alexander Dean Ricke
Investment adviser representative at Compound Planning, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Compound Planning, Inc.Mar 2025 to now
- Choreo, LLCFeb 2022 to Mar 2025
- Rsm Wealth ManagementJun 2021 to Feb 2022
- Cast Financial LLCSep 2019 to May 2021
- Lincoln Public SchoolsJul 2018 to May 2021
- University of Northern IowaMay 2013 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IA).
Compound Planning, Inc.
$4.8BAssets managed
13,653Clients
75Advisers
4 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
- 7280624
- Firm CRD
- 171787