Kelsie is a native of Golden Valley and received her Bachelor of Business Administration majoring in Finance and Mathematics at UW-Eau Claire. She has worked with Rita Wilczek, Inc. since September 2018 and would like to become an advisor one day.
When Rita Wilczek opened her business in 1988, she wanted to exceed expectations. She wished to be free to examine her clients' needs then present a menu of strategic options in the retirement plan arena.
Nils is a native Minnesotan from Crystal, Minnesota and has a bachelor's degree in Business Economics from University of Wisconsin - Eau Claire. He has been a part of Rita Wilczek, Inc. since 2009 and worked as an Intern for RWI prior to 2009.
Absolutely. For clients who wish to view their accounts, contact us to set up a portal. In the client portal, you can view reports such as your account values.
How frequently will you communicate with us?
We focus on delivering proactive and transparent communication to you weekly. We also send out annual or more frequent portfolio reports via Morningstar and market outlooks. You can also subscribe to other specific topics to stay up to date!
What licenses, certifications and/or credentials do you have?
Great question! Each of our team members has their series 7 securities license, life, and health licenses. Rita is an Investment Advisory Representative (IAR) and licensed in a number of states and she is also a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC).