Richard (Rick) M. Berquist, MBA, CMFC®, CRPC®
Financial Advisor
Rick Berquist is a graduate of the University of Minnesota where he earned his Bachelor of Arts Degree and is also a graduate of the University of St. Thomas where he earned his Master of Business Administration Degree. He has also maintained his Chartered Mutual Fund Counselor designation (CMFC®) since 2009 and his Chartered Retirement Planning Counselor designation (CRPC®) since 2010. Rick worked for two Fortune 500 Companies before becoming a Financial Advisor in 1996. He joined Investors Financial Group in January 2014 in order to offer his clients independent financial advice. Rick specializes in comprehensive financial planning and investment strategies in order to assist clients in pursuing their goals and living their dreams, while being mindful of asset protection and risk management.