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Ricky Pickle

Advisor at Pro Advisors, Ltd. dba R J Pickle Financial Services

Updated today

Location

Prescott, WI

Credentials

CFP®, Series 63

Industry experience

24 years

About

Ricky Pickle is a CFP® and Series 63-licensed financial advisor with 24 years of industry experience. He is the sole advisor at Pro Advisors, Ltd., operating as R J Pickle Financial Services, and has been president of R.J. PICKLE, CPA, CFP, PC since 2013, providing tax preparation services. The firm offers investment management and financial planning to individuals, high-net-worth clients, and businesses, using a combination of fundamental and technical analysis to guide portfolio construction and ongoing monitoring. It integrates investment advisory services with tax preparation and planning, reflecting the advisor’s dual credentials as a CPA and CFP®.

Client services

Based on Pro Advisors, Ltd. dba R J Pickle Financial Services

Financial planning Portfolio management

Expertise

Based on Pro Advisors, Ltd. dba R J Pickle Financial Services

General tax planning Wealth management

Occupation focus

Based on Pro Advisors, Ltd. dba R J Pickle Financial Services

Self-Employed

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Fee options

Fixed

Financial planning may be billed as an agreed fixed fee

Percentage

$0 - $1,000,000: 1.0% annually $1,000,000 - $2,000,000: 0.75% annually $2,000,000+: 0.5% annually

Project-based

Financial planning billed at $200 per hour

Other

Account minimum: $100,000 Minimum fee: $250 per quarter minimum fee Fee-only: Financial planning billed at $200 per hour or agreed fixed fee

Location

Prescott, WI

Most active in

Texas · Wisconsin

Work history

RJ Pickle, CPA, CFP, PC

2013 - Present (13 years)

Pro Advisors, LTD

2001 - Present (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David H

CFP®, ChFC®, Series 63, Series 66

Woodbury, MN

Hammer Advisory Services, Inc.

David Hammer is a financial advisor and principal of Hammer Advisory Services, Inc. in Woodbury, MN, with 14 years of industry experience. He holds the CFP® and ChFC® designations and has led his independent firm since 2010. Hammer Advisory Services provides portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm oversees approximately $51 million in non-discretionary assets across about 72 client relationships, using fundamental analysis and long-term strategies implemented through mutual funds, ETFs, equities, fixed income, and government securities.

General retirement planning College savings (529s, UTMA, etc.)
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Angela T

Series 65

River Falls, WI

Portfolio Design Services, LLC

Angela Tille is a Series 65-licensed financial advisor with five years of industry experience. She has worked exclusively at Portfolio Design Services, LLC since 2019 and previously was involved with the Tille Family business for 13 years. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm emphasizes diversified portfolios and uses a range of investment instruments tailored to client risk tolerance, operating primarily under a fee-only fiduciary model.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Retirement income strategy Founder/Business Owner Retired
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Darin P

Series 63, Series 66

Woodbury, MN

True Vision Financial Advisors

Darin Pilacinski is a financial advisor with True Vision Financial Advisors in Woodbury, MN, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior positions include roles at LPL Financial, Gladstone Wealth Partners, and Financial Engines Advisors. True Vision Financial Advisors provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, and offers customized portfolio construction, ongoing supervision, and coordination with clients’ other professionals.

Wealth management
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Christine T

CFP®

Woodbury, MN

True Vision Financial Advisors

Christine Thomas is a CFP® professional with seven years of experience in financial advising. She is currently with True Vision Financial Advisors and has previously worked at Berger Financial Group and Cambridge Investment Research Advisors, Inc. Outside of advising, she is the owner and president of MY BOOK, LLC, a publishing company focused on self-help topics, and also works as an independent consultant selling cleaning products. True Vision Financial Advisors provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $271.7 million across about 367 client relationships using a long-term investment approach that incorporates fundamental, technical, and cyclical analysis, employing a range of investment vehicles and customized portfolio strategies.

Wealth management
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Bradley O

Series 65

River Falls, WI

Portfolio Design Services, LLC

Bradley Olson is a Series 65 licensed advisor with 18 years of experience, currently with Portfolio Design Services, LLC in River Falls, WI. He has been with the firm since 2007. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm operates as a fee-only fiduciary, emphasizes diversified portfolios based on Modern Portfolio Theory, and offers a full range of ERISA roles in its retirement practice.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Retirement income strategy Founder/Business Owner Retired
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Tonya S

Series 63, Series 65

Christiansted St. Croix, VI

Portfolio Design Services, LLC

Tonya Swinnea is a financial advisor at Portfolio Design Services, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Portfolio Design Services since 2016. Outside of her advisory role, she owns and operates Desert Flower Creations, a jewelry design and manufacturing business she started in 1997. Portfolio Design Services, LLC provides discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services to individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm operates as a fee-only fiduciary and emphasizes ongoing advisory relationships supported by diversified, model-based portfolios and comprehensive retirement plan services.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Retirement income strategy Founder/Business Owner Retired
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