Richard Elder is a registered representative and investment advisor representative with more than 25 years experience in the investment business and nearly 50 years as a licensed CPA. In addition to founding Elder Wealth Management, LLC., Richard is a principal in the CPA firm Elder Hanson and Company.
Richard holds a Series 63, Series 65 and Series 6, as well as SIE credentials, offering expertise in investment, financial planning and portfolio management. His background in accounting allows him to offer expertise with tax planning in addition to investment planning. He also holds a state of Illinois insurance license which allows him to help those needing long-term care, life, or health insurance. Richard believes in a family approach to wealth management and is an active member of the community.
He earned a bachelor’s degree in accounting from the University of Illinois. Richard currently resides in Naperville, Illinois, where he enjoys spending time with his six grandchildren, planning family activities and golfing.