Chief Compliance Officer
Rick Ohlrich is the current Chief Compliance Office. Prior to this, they served as the Chief Compliance Officer for America Group Retirement Strategy Centers and Center for Wealth Planning, Inc. from January 2019 to February 2022. Rick also served as the Managing Principal for Compliance & Operational Support Services from September 2009 to December 2015, and the 1st VP Compliance/Business Development for Mutual Service Corp from August 2005 to September 2009.
Rick has over 17 years of experience in the financial industry, with a focus on compliance and operational support. Rick has a deep understanding of the regulatory scheme of the financial industry, and is able to translate this into actionable business initiatives that improve the Advisor's practice, their client's experience and reduce the unknowns.
Rick is a highly effective leader with a proven track record in building and managing successful teams. Rick is a strategic thinker who is able to develop creative solutions to complex problems. Under Rick's leadership, both America Group Retirement Strategy Centers and Center for Wealth Planning have seen significant growth and success.
Rick Ohlrich is a graduate of Florida State University, where they earned their Bachelor of Science in Economics.