Eli Rickert's Professional Contact Details

HQ
+1 678-462-9508
Location
Bozeman, Montana

Eli Rickert's Current Company Details

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients.Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that ...
XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients.Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business.Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients.Whether you're an established advisor already working with Gen X and Gen Y clients, or you're looking to start your own firm, XY Planning Network is here to help.
fee only financial planning & business coaching
financial services
finance

Eli Rickert's Work History and Education

XY Planning Network
Business Development Specialist
2021 - Present
Key Rentals Group
Sales and Marketing Coordinator
2018 - 2021 • 3 years
Ressler Automotive Community
Sales Consultant
2016 - 2018 • 2 years

Frequently Asked Questions about Eli Rickert


What company does Eli Rickert work for?

Eli Rickert works for XY Planning Network.

What is Eli Rickert's role at XY Planning Network?

Eli Rickert's role at XY Planning Network is Business Development Specialist.

What is Eli Rickert's email address?

Eli Rickert's email address is e**@xyplanningnetwork.com.

What is Eli Rickert's business email address?

Eli Rickert's business email address is e**@xyplanningnetwork.com.

What is Eli Rickert's HQ phone number?

Eli Rickert's HQ phone number is +1 678-462-9508.

What industry does Eli Rickert work in?

Eli Rickert works in the Financial Services industry.

Who are Eli Rickert's colleagues?

Eli Rickert's colleagues are Aimee Arnaud, Becca Huyard, Daniel Adams, Erika Madden and more.

Colleagues at XY Planning Network

Business Development Specialist
Lead Accountant Specialist
Director Of Accounting Services
Director of Member Communications
Lead Compliance Specialist

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