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Richard S
Series 63, Series 65
De Pere, WI
Equitable Advisors
Richard Stockheimer is a financial advisor with Equitable Advisors in De Pere, WI, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He previously worked for The O.N. Equity Sales Company for 22 years before joining Equitable Advisors. Outside of his advisory role, he owns Alpha Asset Strategies, LLC, which supports staff payroll operations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.
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