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Rick Dercks, Sole Proprietor (Kaukauna)


Rick Dercks, Sole Proprietor is a large advisory firm based in Kaukauna. It manages $64.29 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Wisconsin.

Rick Dercks, Sole Proprietor provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rick Dercks, Sole Proprietor: assets under management

The assets under management (AUM) of Rick Dercks, Sole Proprietor is $64.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $64.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.68 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rick Dercks, Sole Proprietor for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kaukauna

The principal office where Rick Dercks, Sole Proprietor performs its advisory services is located at N2317 Meadow Creek Court, Kaukauna, WI 54130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 920-915-3339 or by fax 920-788-1543. The normal business hours are 8:00a.m. to 5:00p.m. on Monday - Friday.


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