Rick Meister

Financial Consultant

Rick Meister

Financial Consultant

Primary office location:

Mequon

Additional communities served:

Berlin, Fond du Lac, Grafton, SheboyganThiensvilleWest Bend


Office Phone:  262-780-6807
Mobile Phone:  262-424-9742
Email: rick.meister@mutualfingroup.com

Rick Meister is a financial consultant serving the investment, insurance, and wealth management needs of clients in southeast Wisconsin.

Rick has more than 20 years of experience in the financial services industry, including roles within both the retail and commercial banking channel. In his current role, Rick assists individuals and families seeking to grow and protect their wealth by tailoring plans specific to their goals and unique financial situation.

Rick holds a Bachelor of Business Administration in finance from the University of Wisconsin–Whitewater.

Rick enjoys playing guitar, and serves as the lead guitarist in multiple bands. Rick’s other hobbies include fishing in northern Wisconsin, Minnesota, and Ontario, and spending time with his family at their lake cabin near Minocqua, WI.

Rick-Meister

Areas of Expertise:

  • Asset management 
  • Estate planning 
  • Long-term care planning 
  • Retirement strategies 

Community Involvement:

  • Gary Sinise Foundation, Supporter (2015–Present) 
  • Our Savior’s Lutheran Church Kikatiti Partnership, Member (2014–Present)

registrations, Licenses & Certifications:

  • FINRA Series 7 
  • FINRA Series 66 
  • Wisconsin life and health insurance licensed
  • Long-term care insurance certified

FINRA Registrations held through LPL Financial.

Securities and advisory services offered through LPL Financial. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Bank Mutual deposits and are not FDIC insured. These products are not obligations of Bank Mutual and are not endorsed, recommended or guaranteed by Bank Mutual or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Bank Mutual and Mutual Financial Group are not registered brokers/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Wisconsin and Minnesota.