GR
Gregory M. Rickert
HILL COUNTRY GROUP
Boerne, TX 78006
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CRD#: 2477582
GR
Professional summary
Gregory Michael Rickert, who also goes by Greg Rickert, Gregory Michael Rickert, is a registered financial advisor currently at HILL COUNTRY GROUP located in Boerne, Texas.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Gregory has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4, Series 24 and Series 27 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg Rickert | Gregory Michael Rickert
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
No. 1) Name of Business: Blackfire, LLC. Non-Investment related. Address: 12200 E Hickory, Burton, TX 77835. Nature of Business: The company is set up to re-work domestic oil & gas wells. Position/Title/Relationship: Director. Start Date: 12/09/2019. Hours per month: 5. Hours per month during Securities trading hours: 0 Duties/Responsibilities: Fifth board member, advise on business functions, cash flow and tax management, utilize skills from CPA. No. 2) Name of Business: EDM. Non-Investment related. Address: 12200 E Hickory, Burton, TX 77835. Nature of Business: Selling water valves & air purifiers. Position/Title/Relationship: Director. Start Date: 12/09/2019. Hours per month: 1. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Third board member, advise on business functions, cash flow and tax management, utilize skills from CPA. No. 3) Name of Business: Gregory M Rickert, CPA. Non-Investment related. Address: 2 Spencer Road, Suite 102, Boerne, TX 78006. Nature of Business: Prepare and file tax returns. Position/Title/Relationship: Owner. Hours per month: 20 for 2 months. Duties/Responsibilities: Prepare and file tax returns. All responsibilities will be mine as I will be the only provider. No. 4) Name of Business: GMR Tax Services. Non-Investment related. Address: 2 Spencer Road, Suite 102, Boerne, TX 78006. Nature of Business: I am a CPA who is current with all of my requirements. I plan on doing tax returns. Position/Title/Relationship: Owner. Hours per month: 20. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Prepare individual tax returns No. 5) Name of Business: Hill Country Group. Investment related. Address: 2 Spencer Rd. Suite 102. Boerne, TX 78006. Nature of Business: DBA a marketing arm for employee benefits, health insurance and property & casualty insurance. Position/Title/Relationship: Member. Start Date: 01/2004. Hours per month: 10. Hours per month during Securities trading hours: 10. Duties/Responsibilities: A partner. Provides comprehensive planning, which includes insurances.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Michael Rickert's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 23, 2020 - Present
HILL COUNTRY GROUP
Office #1: 2 Spencer Road Suite 102, Boerne, TX 78006RIA
CRD#: 307376
Boerne, TX
Past
November 9, 2017 - January 5, 2021
CALTON & ASSOCIATES, INC.
BD
CRD#: 20999
Boerne, TX
Past
October 4, 2013 - March 13, 2020
WESTPARK WEALTH ADVISORS, INC.
RIA
CRD#: 130914
BOERNE, TX
Past
October 4, 2013 - November 9, 2017
IMS SECURITIES, INC.
BD
CRD#: 35567
BOERNE, TX
Past
November 24, 2010 - October 14, 2013
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
BOERNE, TX
Past
November 4, 2010 - October 14, 2013
NYLIFE SECURITIES LLC
BD
CRD#: 5167
BOERNE, TX
Past
August 2, 2005 - November 3, 2010
WESTPARK WEALTH ADVISORS, INC.
RIA
CRD#: 130914
BOERNE, TX
Past
July 28, 2005 - November 3, 2010
IMS SECURITIES, INC.
BD
CRD#: 35567
BOERNE, TX
Past
December 2, 2003 - July 28, 2005
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
December 17, 2001 - January 11, 2002
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
February 20, 1997 - January 4, 2001
GAMMA CAPITAL SECURITIES, INC
BD
CRD#: 41748
THE WOODLANDS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HC
HILL COUNTRY GROUP
HILL COUNTRY GROUP | HILL COUNTRY RETIREMENT SOLUTIONS LLC
CRD#: 307376 / SEC#: 801-122675
RIA
Registered Investment Advisory firm - (11/16/2021 Approved)Texas
Registered Investment Advisory firm - (1/7/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(3/23/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
HC
HILL COUNTRY GROUP
HILL COUNTRY GROUP | HILL COUNTRY RETIREMENT SOLUTIONS LLC
CRD#: 307376 / SEC#: 801-122675
RIA
Registered Investment Advisory firm - (11/16/2021 Approved)Texas
Registered Investment Advisory firm - (1/7/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2 Spencer Road Suite 102, Boerne, TX 78006
Mailing Address
Phone number
(830) 815-2000
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 830 |
| AUM (Assets Under Management) | $ 152,051,697 |
Red Flags
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Company Information
HILL COUNTRY GROUP
CRD#: 307376Boerne, TX 78006TRUST BUT VERIFY
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