Richard Duane Loek

Current Employers

Onesta Wealth Management, Llc

Sacramento, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-02
TX	RA	APPROVED_RES	2023-03-07

CA RA
APPROVED

Since 2026-01-02
TX RA
APPROVED_RES

Since 2023-03-07

Branch Locations

Sacramento, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Calrima Financial & Insurance Agency	San Jose	CA	09/2006	Present
Onesta Wealth Management, Llc	Sacramento	CA	11/2012	Present

09/2006 → Present

Calrima Financial & Insurance Agency

San Jose, CA
11/2012 → Present

Onesta Wealth Management, Llc

Sacramento, CA

Previous Registrations

2010-06-22 → 2012-12-12

Global Financial Private Capital, Inc.

Campbell, CA

Sarasota, FL
2008-01-07 → 2010-06-18

Horter Investment Management, Llc

San Jose, CA

Other Businesses

CALRIMA FINANCIAL & INSURANCE AGENCY; INVESTMENT RELATED; 3511 Del Paso Rd, #160-425, Sacramento CA 95835; INSURANCE; CEO/INSURANCE AGENT SINCE 09/2006. APPROXIMATELY 80 PER MONTH - 20 WITHIN MARKET HOURS; RUN AND MANAGE INSURANCE AGENCY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-12-18

S65 Uniform Investment Adviser Law Examination

2007-12-18

Other Names

Rick Loek

View on SEC IAPD