Rick Gutshall

About Rick Gutshall

Guiding You Through Life’s Financial Milestones — With Advice You Can Trust and Relationships That Last.Opinions and comments expressed by Social Media Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. GWN Securities will not accept purchase or sale orders via Social Media platforms or its messaging systems.Please follow this link for a complete version of GWN Securities Social Media Policy: https://gwnsecurities.com/socialmedia

Experience

1. Financial Advisor

   GWN Securities, Inc.

   May 2025 — Present · Austin, TX, US

   As a Financial Advisor, my mission is simple: to build lasting relationships and guide my clients through every chapter of their financial journey. I take the time to truly understand what matters most to you — your family, your goals, your dreams — and then craft personalized strategies to help bring those goals to life.Whether it\'s planning for retirement, sending a child to college, protecting your loved ones, or growing your business, I’m here to offer clear guidance, steady support, and solutions tailored to your unique situation. Personalized Investment Planning Retirement & Education Funding Strategies Investment Guidance with Your Goals in Mind Protection & Risk Management Business Owner Solutions & Succession PlanningMore than numbers and charts, my work is about people — building trust, being a steady hand during uncertain times, and celebrating the milestones along the way. My clients aren’t just accounts; they’re partners, families, and friends I’m proud to serve.Let’s connect and start a conversation about your goals, your vision, and how we can work together to achieve them — now and for the future.

Education

• Concordia University Texas

  Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations

  1992 — 1997

Skills

• 403 B
• Long-Term Care
• Sep Ira
• Public Speaking
• Estate Planning
• Mutual Funds
• Qualified Retirement Plans
• Portfolio Management
• Retirement Plan Consulting
• Roth Ira
• Simple Ira
• Life Insurance
• Investment Strategies
• Long Term Relationship Building
• Long Term Care Insurance
• 401k
• Wealth Accumulation
• Strategic Planning
• Iras
• Income Protection
• Investment Management
• College Savings Plans
• Investment Advisory
• Wealth Preservation Planning
• 529 Plans