Wealth Management/
  Investment Services

About Richard S. Hoel, CFP®

Rick Hoel is our financial advisor through broker-dealer CUSO Financial Services, L.P.*.

Rick was born and raised in the Twin Cities in Minnesota. After graduating from Burnsville High School he went on to receive his Bachelors Degree in Economics from St Olaf College in Northfield, MN in 1994. 

Rick received his Certified Financial Planner ™ designation in 2003 and has over 10 years industry experience. Prior to joining the South Metro Federal Credit Union Rick was at another credit union in northern Minneapolis. He now lives in Burnsville with his wife Lynne and two sons, Scott and Luke.

Feel free to call Rick at 952-445-0888 ext. 19 or email rickh@southmet.com to receive a complimentary portfolio review and to help put your investment plan on the right track. He has years of investing and financial consulting experience, giving you the comfort and confidence you expect from South Metro FCU.

Ask Rick About...

• What's a Roth IRA?
• What's an IRA Rollover Account?
• What's a Mutual Fund?
• What does a 529 College Savings Plan do?

*Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the United States.

Investment products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer, are not NCUA/NCUSIF insured, not credit union guaranteed and may lose value. Representatives are employed by South Metro Federal Credit Union and registered through CFS (member FINRA/SIPC).

* Rick is Licensed in Minnesota, Missouri, Kansas, Arizona, and California.

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