Richard Richardson Jd, Cfp®, Aep® (Duane)

Richard (Duane) Richardson has over 39 years of work experience in various roles related to wealth planning and financial advising. Richard (Duane) currently works as the Vice President of Wealth Planning and Trust Services at MidWestOne Bank, where they are responsible for developing and managing the wealth planning process. Prior to that, Richard worked at US Bank for almost 20 years, where they served as the Director of Wealth Planning and later as a Wealth Management Consultant. Richard (Duane) was responsible for introducing and integrating wealth planning processes and tools into the bank's Community Banking Wealth Management and Asset Management Groups. Richard began their career at American Express Financial Advisors, where they held various positions in advanced financial planning for almost 18 years. Richard (Duane) also worked as a tax specialist at Cooopers and Lybrand before joining American Express. Richard is a member of the Cedar Rapids Area Estate Planning Council. Overall, their extensive experience in wealth planning and financial advising positions him as a highly knowledgeable and experienced professional in their field.

Richard (Duane) Richardson, JD, CFP®, AEP® has a diverse education history in the fields of finance, law, and chemistry. Richard (Duane) obtained their Bachelor of Science (BS) degree in Chemistry from Wheaton College, completing their studies from 1973 to 1976. Following their passion for the legal field, Richard pursued a Doctor of Law (JD) degree at Mitchell Hamline School of Law, where they enrolled from 1978 to 1982.

Expanding their expertise in the financial domain, Richard pursued certification as a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) from the College for Financial Planning. Richard (Duane) completed the certification program from 1985 to 1987. Furthermore, they obtained the CFP® designation from the CFP Board in May 1988.

Richard's educational background showcases their dedication to acquiring knowledge across various disciplines, allowing him to excel as a multidimensional professional in the fields of finance and law.