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Alexander Dean Ricke

Compound Planning, Inc.

New York, NY

Des Moines, IA

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Current Employers
Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-03-31
  • IA RA
    APPROVED
    Since 2025-03-31

Branch Locations

115 Broadway 5Th Floor, New York, NY 10006 • United States

114 At Gravitate Downtown, 500 Locust St, Des Moines, IA 50309 • 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
OrganizationCityStateFromTo
University Of Northern Iowa Cedar Falls IA 05/2013 07/2018
Lincoln Public Schools Lincoln NE 07/2018 05/2021
Cast Financial Llc Beaver Crossing NE 09/2019 07/2020
Cast Financial Llc Beaver Crossing NE 07/2020 05/2021
Rsm Wealth Management Minneapolis MN 06/2021 02/2022
Choreo, Llc Minneapolis MN 02/2022 03/2025
Compound Planning Des Moines IA 03/2025 Present
  • 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
    Minneapolis, MN
  • 03/2025 → Present
    Compound Planning
    Des Moines, IA
Previous Registrations
  • 2021-06-14 → 2025-03-25
    Minneapolis, MN
    Des Moines, IA
    Rockford, IL
    Des Moines, IA
  • 2020-08-03 → 2021-05-11
    Cast Financial
    Anthem, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-30
  • S65 Uniform Investment Adviser Law Examination
    2020-07-30
Designations
Other Names
  • Alexander Dean Ricke
  • Alex Ricke

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