Alexander Dean Ricke

Employer firm

Compound Planning, Inc. CRD 171787

$4.85B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 07/2018
  University Of Northern Iowa
  Cedar Falls, IA
• 07/2018 → 05/2021
  Lincoln Public Schools
  Lincoln, NE
• 09/2019 → 07/2020
  Cast Financial Llc
  Beaver Crossing, NE
• 07/2020 → 05/2021
  Cast Financial Llc
  Beaver Crossing, NE
• 06/2021 → 02/2022
  Rsm Wealth Management
  Minneapolis, MN
• 02/2022 → 03/2025
  Choreo, Llc
  Minneapolis, MN
• 03/2025 → Present
  Compound Planning
  Des Moines, IA

Previous Registrations

• 2021-06-14 → 2025-03-25
  Choreo, Llc
  Minneapolis, MN
  Des Moines, IA
  Rockford, IL
  Des Moines, IA
• 2020-08-03 → 2021-05-11
  Cast Financial
  Anthem, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-30

Designations

• Certified Financial Planner

Other Names

• Alexander Dean Ricke
• Alex Ricke