As the Founder and President of Capital Street Financial Services, Inc., Daniel Rickett is responsible for leading and overseeing the company. He has been previously recognized as a "Five Star Wealth Manager" featured in Minneapolis/St Paul Magazine. The Five Star award goes to wealth managers rated highest in various criteria.*
As an accomplished public speaker, Daniel has extensive experience with private and public employees regarding their retirement plans.
Daniel graduated in 1988 with a Bachelor of Arts Degree in Economics/Management from Hamline University of St. Paul, Minnesota. He has over 22 years of experience working in the insurance and investment industries focusing on public employer pension plans, wealth preservation, and financial planning for families, individuals, and business owners.
He currently holds numerous registrations in the securities field, including the FINRA series 7, 24 and 65 as well as his Life, Accident and Health Insurance license. Daniel is currently an Investment Adviser Representative with Voya Financial Advisors.
Daniel currently resides in Minnetonka, Minnesota with his wife Paula and their three children. In his free time, he enjoys fishing, spending time with his family at their cabin in Wisconsin and fly-fishing in his home state of Montana.
*Five Star Professional, as a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the (market) area to gather wealth manager nominations. Award candidates were then evaluated against 10 objective eligibility and evaluation criteria: 1) Credentialed as an investment advisory representative (IAR), a FINRA-registered representative, a CPA or a licensed attorney; 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) Favorable regulatory and complaint history review; 4) Fulfilled their firm review based on internal firm standards; 5) Accepting new clients; 6) One-year client retention rate; 7) Five-year client retention rate; 8) Non-institutionalized discretionary and/or non-discretionary client assets administered; 9) Number of client households served; 10) Educational and professional designations. (Number of award candidates) wealth managers in the (market) area were considered for the award. (Number of award winners) were named (Year) Five Star Wealth Managers which represents less than 7 percent of the total wealth managers in the area. Wealth managers do not pay a fee to be considered or placed on the final list of (Year) Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. For more information go to www.fivestarprofessional.com.