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Ricky Joe Pickle

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

Updated today

Credentials

CFP®, Series 63

Experience

24 years

Location

Prescott, WI

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

Prescott WI

Advisors at this office

1

Most active in

Texas · Wisconsin

Work history

24 years of industry experience

RJ Pickle, CPA, CFP, PC

2013 - Present • 13 years

Prescott, WI

Pro Advisors, LTD

2001 - Present • 25 years

Prescott, WI

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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James L

Series 65

Inver Grove Heights, MN

LinnHavn Wealth Advisors LLC

James Linnett is a financial advisor with LinnHavn Wealth Advisors LLC and holds a Series 65 designation. He has 15 years of industry experience, including a prior role at Ascent Private Capital Management of U.S. Bank. In addition to his advisory work, Linnett maintains an active law practice at Linnett Law LLC. LinnHavn Wealth Advisors LLC is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and business entities. The firm offers discretionary asset management and fixed-fee wealth planning, tailoring portfolios to client goals and employing both fundamental and technical analysis. It also engages sub-advisors and retains authority to appoint other investment advisors, distinguishing itself through its affiliation with a separate legal practice and its approach to selecting third-party advisers.

Retirement income strategy Charitable giving & philanthropy Tax-loss harvesting Executive
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David H

CFP®, ChFC®, Series 63, Series 66

Woodbury, MN

Hammer Advisory Services, Inc.

David Hammer is a CFP® and ChFC® with 14 years of industry experience. He is the sole advisor at Hammer Advisory Services, Inc., a firm he founded in 2010 and continues to lead. Hammer Advisory Services provides non-discretionary direct asset management and financial planning to individuals, high net worth clients, trusts, estates, and business owners. The firm uses a combination of fundamental analysis and Modern Portfolio Theory to build tailored portfolios, operating on a non-discretionary basis that requires client approval for trades and conducts quarterly account reviews.

Wealth management General retirement planning Cash flow / budgeting
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Angela T

Series 65

River Falls, WI

Portfolio Design Services, LLC

Angela Tille is a financial advisor at Portfolio Design Services, LLC with six years of industry experience. She holds the Series 65 designation and has been with Portfolio Design Services since 2019, prior to which she worked in the family business for 13 years. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, and estates, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis in constructing tailored portfolios using equities, fixed income, mutual funds, and ETFs, and offers specialized ERISA 3(38) plan-management services for plan sponsors.

Wealth management
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Bradley O

Series 65

River Falls, WI

Portfolio Design Services, LLC

Bradley Olson is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Portfolio Design Services, LLC since 2007. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm offers tailored portfolios using equities, fixed income, mutual funds, and ETFs, employing fundamental, technical, and cyclical analysis, and serves as an ERISA 3(38) investment manager for plan sponsors.

Wealth management
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Parker B

Series 65

Cottage Grove, MN

Mountain Capital Investment Advisors Inc

Parker Balstad is a financial advisor with Mountain Capital Investment Advisors Inc, holding a Series 65 license and four years of industry experience. He also works as a commercial pilot for Delta Airlines. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing discretionary wealth management, investment management, and financial planning with a long-term, diversified investment approach.

Wealth management Passive / index investing Tax-loss harvesting
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Tyler S

CFP®, Series 63, Series 65

Woodbury, MN

Gambit Capital Management, LLC

Tyler Schelhaas is a financial advisor at Gambit Capital Management, LLC with 20 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Tyler has worked at Gambit Capital Management since 2024 and previously was affiliated with Sns Financial Group, LLC and Spronk Brothers III LLP, where he also serves as a risk manager for a hog and row crop operation. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, by providing discretionary portfolio management and related services such as financial planning, tax preparation, and outsourced CIO consulting. The firm employs a long-term investment approach that incorporates fundamental and cyclical analysis and uses derivatives and options strategies tailored to client needs.

Business ownership considerations Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Founder/Business Owner
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