Rick Dhabalt, FLMI, QPA, AIF®

Rick has been in the retirement and financial services industry since 1994. Using prior experience with Principal®, Fidelity, and First National Bank of Omaha, he formed DC Retirement Strategies in 2007 with the goal of delivering a consultative approach to Plan Sponsors and a “service to all” business model for employees and their families.

Iowa is where Rick calls home, starting with his first job as a paperboy and ending with a degree in Finance from the University of Iowa. Now a resident of Bennington, Rick and his wife Kris love to travel and spend time with friends. They are also proud parents of twin daughters: Sydney and Jamie.

Designations

• Earned the designation Qualified Pension Administrator (QPA) – American Society of Pension Professionals and Actuaries (ASPPA®)
• Earned the designation of Accredited Investment Fiduciary (AIF®)
• Fellow, Life Management Institute (FLMI) – Life Office Management Association

Education and Registrations

• Member, National Association of Insurance and Financial Advisors (NAIFA)
• B.B.A Finance, Minor Sociology – The University of Iowa, 1991
• Series 7 - General Securities Representative Registration
• Series 63 - Uniform Securities Agent State Law Registration
• Series 66 - Uniform Combined State Law Registration
• Life and Health Insurance, and Annuity Licenses