See Hours
| Monday | 8:00 AM - 4:00 PM |
|---|---|
| Tuesday | 8:00 AM - 4:00 PM |
| Wednesday | 8:00 AM - 4:00 PM |
| Thursday | 8:00 AM - 4:00 PM |
| Friday | 8:00 AM - 4:00 PM |
| Saturday | Closed |
| Sunday | Closed |
About
Overview
BBB Accredited Since: 4/4/2023
Years in Business: 7
Payment methods:
Checks and bank transfers. No cash or credit is accepted.
BBB Accreditation & Rating
About This Business
Photos and Videos
Business Details
- BBB File Opened:
- 3/15/2023
- Business Started:
- 2/14/2018
- Business Started Locally:
- 2/14/2018
- Business Incorporated:
- 2/14/2018
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Dwight W. Rich, Owner
Additional Contact Information
- Principal Contacts
- Mr. Dwight W. Rich, Owner
- Customer Contacts
- Mr. Dwight W. Rich, Owner
- Additional Email Addresses
- Sales: Email this Business
- Technical Support: Email this Business
- Customer Service: Email this Business
- Additional Websites
- Website 1
Licensing information
- Series 7, Series 9, Series 10, Series 63, Series 66 under CRD license number: 2433237
Kentucky Isurance License DOI # 317467, NAIC # 531210
Certified Financial Planner (CFP) desgination # 126725
Rich Wealth Management, LLC Organization Number with State of Kentucky: 1011296
Additional Information
- Refund and Exchange Policy
- We are regulated by FINRA, the SEC, the state of KY, the KY Department of Insurance, and the CFP® Board. Therefore, refunds, in most cases are forebidden. However, in the case of financial planning services, we would potentially be able to provide a refund if the client was not satisfied with the work we've done. This has never occured thus far but if it did, we'd bend ove backwards to provide a refund for the planning costs, provided our compliance department allowed.
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