Business Details
About
Financial Planner
Richard A. Gartelmann Jr, Senior Vice President. currently manages Old Second Bank's Wealth Management Division. With over 20 years of trust and investment experience, Rich co-manages the Equity Common Trust Fund and the Fixed Income Common Trust Fund, co-manages major institutional accounts as well as managing individual accounts. Rich is a Certified Financial Planner (CFP®). He earned a B.A. from Governor’s State University, an MBA from St. Xavier University, and has attended Cannon Trust School.
Location
Richard A. Gartelmann Jr - Wealth Management
37 S. River St, Aurora, IL
60506, United States
Frequently Asked Questions About Richard A. Gartelmann Jr - Wealth Management
Who is Richard A. Gartelmann Jr and what services does he offer?
Richard A. Gartelmann Jr is Senior Vice President managing Old Second Bank's Wealth Management Division, offering trust and investment management including equity and fixed income funds.
Where is Richard A. Gartelmann Jr - Wealth Management located?
It is located at 37 S. River St, Aurora, IL 60506, United States.
How can I contact Richard A. Gartelmann Jr for wealth management services?
You can reach him by phone at +1 630-844-5730 or email at rgartelmann@oldsecond.com.
What qualifications does Richard A. Gartelmann Jr have?
He is a Certified Financial Planner (CFP®) with a B.A. from Governor’s State University and an MBA from St. Xavier University, along with Cannon Trust School attendance.
What type of financial services does Richard A. Gartelmann Jr provide?
He co-manages institutional and individual wealth management accounts, including Equity and Fixed Income Common Trust Funds.
Are there other financial or mortgage services near Richard A. Gartelmann Jr - Wealth Management?
Yes, nearby are several Commercial Loan Officers such as Travis Andry and John Gorzak, and mortgage lenders like Ana N. Torres, offering complementary mortgage and business banking services.
Can customers combine visits with nearby banking services?
Yes, Old Second National Bank is nearby, allowing customers to conveniently access banking and mortgage services along with wealth management.
What community or legal services are close to Richard A. Gartelmann Jr's office?
Nearby are legal offices such as Heady Law Office and Law Office of Geneva L. Penson, and community services like Seed Of Nations International Centre and Simply Destinee Youth Center.
Are there any nearby landmarks or hotels for out-of-town clients visiting Richard A. Gartelmann Jr?
Yes, the Galena Hotel, a notable landmark and hotel, is close by for visitors needing accommodation.
Where can clients find additional financial advice or credit counseling near Richard A. Gartelmann Jr?
Financial Overcomers offers credit and debt counseling, financial advising, and investing services nearby.