Raymond (Ray) Hart, CFP®, RICP®, AAMS®, MBA, BS

Raymond (Ray) Hart, CFP®, RICP®, AAMS®, MBA, BS

Deputy Commander

Followers of Raymond (Ray) Hart, CFP®, RICP®, AAMS®, MBA, BS155 followers
location of Raymond (Ray) Hart, CFP®, RICP®, AAMS®, MBA, BSColorado Springs, Colorado, United States

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  • Timeline

  • About me

    Wealth Advisor (Full Time) and Personal Financial Counselor (Part Time)

  • Education

    • Southern Illinois University, Carbondale

      1985 - 1989
      Bachelor's Degree Forestry
    • Washington State University

      2000 - 2002
      Master's Degree Business Administration and Finance
  • Experience

    • US Army Corps of Engineers

      Jun 2003 - Jun 2005
      Deputy Commander
    • US Army

      Jul 2005 - Jun 2008
      • Senior Army Advisor to National Guard

        Jul 2006 - Jun 2008
      • Senior Engineer Advisor to Royal Saudi Engineer Corps

        Jul 2005 - Jul 2006
    • Illinois State University

      Jun 2008 - May 2011
      Professor of Military Science
    • US Army

      May 2011 - Jun 2014
      • Chief of Protection

        Jun 2012 - Jun 2014
      • Chief of Operations and War Plans

        May 2011 - May 2012
    • USAA

      May 2014 - Jul 2020
      • Life Insurance and Retirement Income Specialist

        May 2020 - Jul 2020
      • Financial Advisor

        Jun 2015 - May 2020
      • Investment Services Representative

        May 2014 - Jun 2015
    • Zeiders Enterprises (contracted by DOD Office of Financial Readiness)

      Sept 2020 - Aug 2023
      Personal Financial Counselor
    • Accelerated Wealth, LLC

      Jul 2021 - Jan 2024
      Wealth Advisor
    • Magellan Federal

      Sept 2023 - now
      Personal Financial Counselor
    • Confidence Financial Partners

      Jan 2024 - May 2024
      Wealth Manager

      Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Confidence Financial Partners and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

  • Licenses & Certifications

    • Retirement Income Certified Professional®

      The American College of Financial Services
      Jan 2019
      View certificate certificate
    • Retirement Income Certified Professional®

      The American College of Financial Services
      Jan 2020
      View certificate certificate