Ricky Pickle
Pro Advisors, LTD. DBA R J Pickle Financial Services · Prescott, Wisconsin
Ricky Pickle is a fee-only financial advisor at Pro Advisors, LTD. DBA R J Pickle Financial Services in Prescott, Wisconsin, who holds the CFP credential. Pro Advisors, LTD. DBA R J Pickle Financial Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Pro Advisors, LTD. DBA R J Pickle Financial Services |
|---|---|
| Based in | Prescott, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $15.7M across 44 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 1621705 |
| Exams passed | Series 63 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Ricky's firm compares
- Pro Advisors, LTD. DBA R J Pickle Financial Services's average account is about $357,000, from its Form ADV (assets managed divided by 44 accounts).
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Questions about Ricky
Is Ricky Pickle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ricky holds no broker registration, and Pro Advisors, LTD. DBA R J Pickle Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ricky charge for financial advice?
Ricky's firm, Pro Advisors, LTD. DBA R J Pickle Financial Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Ricky Pickle based?
Ricky Pickle is based in Prescott, Wisconsin.
What credentials does Ricky Pickle hold?
Ricky Pickle holds the CFP credential.
Is Ricky Pickle registered with the SEC?
Yes. Ricky Pickle is registered as an investment adviser representative in TX and WI (CRD 1621705), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pro Advisors, LTD. DBA R J Pickle Financial Services manage?
Pro Advisors, LTD. DBA R J Pickle Financial Services reports $15.7M across 44 accounts in assets under management.
How do I contact Ricky Pickle?
Contact details aren't on file yet. Search for Pro Advisors, LTD. DBA R J Pickle Financial Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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