Ricky E. Durdahl

SENIOR TAX ADVISORY GROUP

CASPER, WY 82604

Some features on this profile are disabled

CRD#: 6836088

Professional summary

Ricky Earl Durdahl, who also goes by Ric Durdahl, is a registered financial advisor currently at SENIOR TAX ADVISORY GROUP, INC. located in Casper, Wyoming.

Ricky is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ricky has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ric Durdahl

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.

Retirement Resources, Investment Related, Casper, WY, Insurance, Owner/Partner since 01/2000, approximately 150 hours/month during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ricky Earl Durdahl's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 22, 2024 - Present

SENIOR TAX ADVISORY GROUP, INC.

Office #1: 1607 Cy Ave #103, Casper, WY 82604

RIA

CRD#: 318058

CASPER, WY

Past

July 25, 2017 - February 28, 2024

TUCKER ASSET MANAGEMENT LLC

RIA

CRD#: 174844

Casper, WY

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".

SENIOR TAX ADVISORY GROUP, INC.

SENIOR TAX ADVISORY GROUP, INC | SENIOR TAX ADVISORY GROUP, INC.

CRD#: 318058 / SEC#: 801-123170

RIA

Registered Investment Advisory firm - (2/9/2022 Approved)

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

Wyoming
(2/22/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

SENIOR TAX ADVISORY GROUP, INC.

SENIOR TAX ADVISORY GROUP, INC | SENIOR TAX ADVISORY GROUP, INC.

CRD#: 318058 / SEC#: 801-123170

RIA

Registered Investment Advisory firm - (2/9/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6775 Rangewood Dr., Colorado Springs, CO 80918

Mailing Address

Phone number

(719) 596-4844

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/23/2025)

Regulatory assets under management

Total Number of Accounts	1,142
AUM (Assets Under Management)	$ 88,485,973

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Michael Conticelli

INTERACTIVE FINANCIAL ADVISORS

IAR

Cape Coral, FL

Paul Bullock

WELLINGTON INVESTMENT ADVISORS

IAR

Bloomington, IN

Jeffrey Norris

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ricky E. Durdahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ricky Earl Durdahl's CRS (Customer Relationship Summary).

Certified licenses

Experience

SENIOR TAX ADVISORY GROUP, INC.

TUCKER ASSET MANAGEMENT LLC

Primary Firm SEC Registration

SENIOR TAX ADVISORY GROUP, INC.

State Registrations and Notice Filings

Exams

Current Firm

SENIOR TAX ADVISORY GROUP, INC.

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SENIOR TAX ADVISORY GROUP, INC.

TRUST BUT VERIFY

Similar Advisors