financial advisor in Plymouth Rich Faatz
3305 Plymouth Boulevard
Plymouth, MN 55447
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It is my pleasure to serve the financial needs of people in the Twin Cities area. I started in the financial industry in 2000. I hold Bachelor of Arts degrees in social studies and secondary education, and in history, from Bethel University in Arden Hills, Minnesota.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
I stay involved with kids' sporting activities, am an active member of my church and volunteer with Feed My Starving Children. In my free time, I enjoy spending time with my family, traveling and golf.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office3305 Plymouth Boulevard
Plymouth, MN 55447
Secondary office13501 80th Circle North
Maple Grove, MN 55369
Secondary office4105 Lancaster Lane North
Plymouth, MN 55441
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.