Rich Hanzlik

Rich Hanzlik CLU ®, CLTC ®, President & Financial Advisor

Richard D Hanzlik, CLU, CLTC is the president of Hanzlik Financial. In 1990, Rich founded Hanzlik Financial with his principal focus on insurance and investment strategies for individuals and business owners. Rich has a strong affiliation with local professionals including CPAs, attorneys, trust officers and bank executives to provide comprehensive financial solutions for his clients and their families.

Rich primarily focuses on retirement income, wealth accumulation, estate planning and insurance. Rich still spends the majority of his time face-to-face with clients to provide clear and simplified guidance. His meetings often include spouses, adult children and business professionals.

Rich resides in New Richmond, Wisconsin with wife Wendy.

  • Qualifications

    Bachelor of Science in Business, Carlson School of Management, University of Minnesota, Minneapolis MN

    Chartered Life Underwriter (CLU), American College, Bryn Mawr, PA

    Certified in Long Term Care (CLTC) CLTC Board of Standards, Newton, MA

    Registered Representative and Investment Advisor, Representative of CRI Securities, LLC and Securian Financial
    Services, Inc., FINRA Series 7 and 63 Registered.