Richard Gartelmann Jr., CFP®

Executive Vice President, Old Second National Bank
Cook County, Illinois,United States
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Who Is Richard Gartelmann Jr., CFP®?

Total Experience35 years
CompanyOld Second National Bank
CountryUnited States

Richard Gartelmann Jr. is a seasoned Certified Financial Planner™ professional with over two decades of experience dedicated to providing comprehensive wealth management solutions. He specializes in developing personalized financial strategies for individuals, families, and business owners, focusing on long-term goal achievement. Richard's approach involves a deep understanding of client objectives, encompassing retirement planning, investment management, estate planning considerations, and risk management. He is committed to delivering a high level of personalized service and building lasting client relationships based on trust and integrity.

Richard Gartelmann Jr., CFP® LinkedIn pageCompany Website

How Did Richard Gartelmann Jr., CFP®'s Career Path Shape Their Journey?

Richard Gartelmann Jr., CFP®'s work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:

Old Second National Bank - Executive Vice President(2017 to Present)
Geneva Investment Management - Investment Advisor(2010 to 2011)
Park National Bank - Vice President and Portfolio Manager(2007 to 2010)
FELDMAN SECURITIES GROUP L.L.C. - Portfolio Manager(2004 to 2007)
Great Lakes Bank - Assistant Vice President and Investment Executive(1997 to 2004)
Great Lakes Trust Company - Vice President and Trust Investment Officer(1997 to 2004)
Manufacturers Bank - Investment Executive/Personal Banker(1996 to 1997)

What Are Richard Gartelmann Jr., CFP®'s Key Achievements?

Certified Financial Planner™ (CFP®) Designation

Attained the prestigious CFP® certification, representing a high level of competency, ethics, and professionalism in financial planning. This designation requires passing rigorous examinations and adhering to strict ethical standards, covering areas like investment planning, retirement planning, insurance, tax planning, and estate planning.

Over Two Decades of Industry Experience

With more than 20 years in the financial services industry, Richard has successfully navigated various market cycles, providing steadfast guidance and tailored advice to help clients pursue their financial aspirations.

Senior Wealth Management Role

Holds a significant client-facing and advisory role (e.g., Senior Vice President, Wealth Management Advisor) at a reputable financial institution, indicating a strong track record and leadership in the field of financial advisory.

What's Richard Gartelmann Jr., CFP®'s Educational Background?

MBA, Financial Planning

Saint Xavier University - Year 2001

Bachelor of Arts, Business Administration; Finance

Governors State University - University

Buying Intent Signals for Richard Gartelmann Jr., CFP®

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Company Overview

Old Second National Bank
Total employees985
HeadquartersAurora
Founded1871

Old Second National Bank is a community bank headquartered in Aurora, Illinois, dedicated to providing comprehensive banking services to individuals, businesses, and community organizations across the Chicagoland and western Illinois regions. Established in 1871, the bank prides itself on a tradition of personal service, community involvement, and financial stability, offering products like checking and savings accounts, personal and business loans, mortgages, and wealth management services. It operates numerous branches and ATMs to serve its diverse customer base.

Company Website
Old Second National Bank Stock Information
Old Second National Bank, Inc. is listed on the NASDAQ under the ticker symbol OSBC. The company went public on October 8, 2014

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