Dakota Richardt | Liberty Wealth Services

Dakota is a Registered Representative of LPL Financial and a licensed insurance agent.

"Growing up, my personal situation afforded the opportunity to see the dichotomy of financial success and the reciprocal of financial preparedness. I strive to provide financial confidence by delivering tailored advice that grants my clients the freedom to pursue their dreams and passions. It is my goal to cultivate trust that develops concurrently as I learn about my clients’ unique goals over time."

Education

Bachelor of Science in Business Administration, University of Southern Indiana

Career Highlights

Over 7 years of finance industry experience

Memberships

Community Involvement

Husband to Victoria Richardt and father to Dax and Dawson
Volunteer activities include coaching basketball, baseball, and golf

Personal

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Our full-service wealth management program is dedicated to creating strategic plans for you and your family.

Professional Services Offered

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Wealth Management

for Individuals

Financial freedom on your own terms. With an emphasis on income, security, and growth, we aim to guide you to where you want to be.

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Retirement Plans

for Businesses

Build a retirement plan that does the most for your business and your employees, by seeking to deliver dependable and generous results.

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Foundations & Endowments

As advisors for your investment, we seek to understand your mission, pursue the growth of your assets, and work toward to minimize organizational risk.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Liberty Federal Credit Union [Liberty FCU] and Liberty Wealth Services ^{are not} registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Liberty Wealth Services, and may also be employees of Liberty FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Liberty FCU or Liberty Wealth Services. Securities and insurance offered through LPL or its affiliates are:

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident or any other state.

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Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit Institution Plain English Disclosure for more detailed information.

Education

Career Highlights

Memberships

Community Involvement

Personal

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