1900 Wealth
Richard Dullnig is currently the Chief Compliance Officer at 1900 Wealth, having previously held similar roles at Ameriprise Financial Services, Inc., S.B. Value Partners, LP, and Investment Professionals, Inc. Prior to this, Richard was a Branch Office Manager at H&R Block Financial Advisors. Richard obtained a BBA in Finance from Baylor University in 1991.
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1900 Wealth
1900 Wealth Management is comprised of seasoned, highly experienced advisors with decades of combined experience in financial planning. Led by Todd Brockwell, we are successful in preserving and growing wealth because of our level and breadth of knowledge, our passion for our work, and our desire to deliver maximum results. 1900 Wealth is wholly owned by Jefferson Bank and remains independent, locally-owned and ideally structured for convenient, personalized service. Our services include Investment Management, Advisory Services Consulting, Family Education & Governance, Trust, Private Banking, Charitable Gifting, Oil & Gas Management and iDirect™ — our self-managed online portfolio.