Richard Ohlrich has 25 years of financial services experience with 23 years as a compliance officer. In his consultancy capacity he provides management and oversight of the firm’s compliance and operational systems. As the Chief Compliance Officer (CCO) for the Center for Wealth Planning Services. Richard supervises and monitors the activities of the firm’s financial advisors to ensure compliance with the firm’s Code of Ethics.
Richard is an Investment Advisor Representative and holds his Series 6, 7, 24, 53, 63 and 66 securities registration with LPL Financial and state Life, Health & Variable Contracts Insurance licenses. He obtained his BS degree in Economics from Florida State University in 1989.