CONNECT

Address:


430 N. Main Street

East Peoria
, IL 61611

Phone:

Toll Free: (800) 665-7920

Fax/Other:

(309) 699-8889

Rick Flora

Partner

 

http://legacyinvestmentsonline.com/new/legacyinvestmentsonline/bio/rick.jpg

Rick is an Investment Advisor Representative who holds his Series 6, 7, 63 & 65 registrations and owns and operates Lakeside Financial Consultants, Inc. which has offices in both Phillips and Medford, Wisconsin.

The process at Lakeside Financial Consultants, Inc. begins and ends with you. As we learn about your needs and your goals; we’ll chart a course toward your financial destination.

Rick began in this business back 1990 as a captive insurance agent in the State of California. He returned to his home State of Wisconsin; worked for an insurance agency and then a local financial institution. Through those experiences, he found that what he was doing was best for the institution, rather than what was best for his clients, which prompted him to open his own firm back in 2003.

Co-owner of that business, is Rick’s wife – Patty, who serves as Rick’s para-planner; office manager and registered assistant. Their business has grown to include an accounting division and additional insurance agents who specialize in life, health, long term care, final expense and disability insurance.

ACCOMPLISHMENTS

In 2010, Rick was elected to serve on Woodbury Financial Services (Legacy’s Broker-Dealer Partner) “Rep Advisory Council” and is a three-time Eagle Circle award winner signifying top production at Woodbury.

PERSONAL

Rick & his wife Patty are proud parents of four children -- Matt, age 20 who is a junior at Lakeland College in Sheboygan, WI, majoring in Elementary Education; Alex, who is 19 and a sophomore at UW- Stout in Menomonie, WI, majoring in pre-dentistry; Jason, age 18 who is a freshman at Mankato State University in Mankato, MN majoring in sports management with a pre-law minor. We also have a daughter – Riley, age 16, who is a junior in high school where she is active on the dance team & many other school events.

In his free time Rick enjoys the outdoors … fishing, camping, hunting and boating.

 

 

Phone (800)717-2008
Fax (715)339-6379
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck