AdFi
RW

Richard William Tschetter

Investment Adviser Representative at Tschetter Group

Bellevue, WACRD #449937Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
53 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Richard William Tschetter is an investment adviser representative with Tschetter Group in Bellevue, WA, where they have been registered since 2019. They have worked in the securities industry since 1973 and have been registered with 4 firms, including Tschetter Wealth Advisors and D.a. Davidson & Co. They have passed 5 industry qualification exams, including the Series 24 (general securities principal) and Series 63 (state securities agent). They are registered to provide investment advice in Texas and Washington.

Office

2155 112th Ave Ne
Bellevue, WA 98004

Advisors at this office: 16

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/13/1980
SIE
Securities Industry Essentials Examination
Passed 10/8/2017
PC
AMEX Put and Call Exam
Passed 9/8/1977
Series 1
Registered Representative Examination
Passed 6/27/1973
Series 24
General Securities Principal Examination
Passed 2/13/1990

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Tschetter GroupCurrent
5/1/2019 – Bellevue, WA
Tschetter Wealth Advisors
10/6/2017 – 5/6/2019Bellevue, WA
D.a. Davidson & Co.
8/19/2005 – 10/8/2017Bellevue, WA
Wells Fargo Investments, LLC
10/30/1990 – 8/19/2005Bellevue, WA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. D.a. Davidson & Co.
    Aug 2005 – Oct 2017Bellevue, WA
  2. Tschetter Wealth Advisors
    Oct 2017 – no end date reportedBellevue, WA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Tschetter Group

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.015

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment Management, Financial & Retirement Planning, Financial Life Management, and Diversification Strategies, including portfolio management across stocks, bonds, real estate, and other assets, retirement planning, college planning, net worth tracking, and strategies to address concentrated wealth.

Retirement PlanningInvestment ManagementDivorce Planning
Firm areas of expertise
Investment ManagementDiversification StrategiesRetirement PlanningFinancial Life ManagementWealth BuildingConcentrated WealthFinancial Planning

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
16
Offices listed on AdvisorFinder:
1
Main office:
Bellevue, WA
SEC file number:
801-115160

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 10, 2026

View full firm profile

Other advisors at Tschetter Group

Showing 12 of 16 in the directory

View Tschetter Group firm profile

Similar advisors in Bellevue, WA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard William Tschetter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched