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Richard Faatz | Financial Advisor | Plymouth, MN | U.S. Bancorp Wealth Management

financial advisor in Plymouth Rich Faatz

Wealth Management Advisor
U.S. Bancorp Investments

763.509.3729

Primary office
3305 Plymouth Boulevard
Plymouth, MN 55447
Get Directions to 3305 Plymouth Boulevard

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For general account support, call 888-330-6918

About me

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

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

My Offices

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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.