I bring a wealth of experience and knowledge to my role as a financial advisor. My diverse background and training enables me to help clients pursue their financial goals through comprehensive investment advice and individualized financial planning. It is my desire to recommend investments that are in the client's best interests. I strive to be a person of unquestioned honesty and integrity in all
of my relationships both personally and professionally. I have clients across the country and I am licensed to do business in thirteen different states; however, I have been fortunate to establish my primary business presence within the Spokane community. In fact, I have had multiple finance/investment articles published by the Spokane Journal of Business. I am also proud to be one of Dave Ramsey's endorsed financial advisors for the Spokane area (SmartVestor Pro). I offer a wide variety of investment products and advice including: Stocks, Mutual Funds, Corporate and Tax-Free Bonds, IRAs, CDs, Annuities, Life Insurance, Business Retirement Plans (401(k), SEP-IRA, SIMPLE IRA), Education Savings Plans (529, Coverdell ESA), 403(b) Plans, IRA Consolidation/Rollovers, Investments Advisory Services, and Fee-Based Financial Consulting. In addition to holding five different required industry licenses (FINRA Series 6, FINRA Series 63, FINRA Series 7, FINRA Series 24, FINRA Series 66), I have also earned three advanced professional designations from the College for Financial Planning: Accredited Asset Management Specialist (AAMS®), Accredited Wealth Management Advisor (AWMA®), Chartered Retirement Planning Counselor (CRPC®). This page is meant to be informative and helpful with regards to relevant information concerning the markets and overall financial planning ideas. I hope you find it helpful, and I welcome any questions you may have. I would be happy to assist you.
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Securities and Advisory Services offered through American Independent Securities Group, LLC-Member FINRA/SIPC, and an SEC Registered Investment Advisor. 664 Rivershore Ln Ste 150, Eagle, ID 83616. Biel Investment Management is not affiliated with American Independent Securities Group, LLC
This page is personally managed by Rick Biel/Biel Investment Management. American Independent Securities Group is not responsible for any comments or content herein; nor have they explicitly or implicitly endorsed or approved content posted or shared by third parties.