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Nick Richtsmeier
Chief Innovation Officer, Trilogy Financial
Chief Operating Officer, TrilogyCapital
 

As Chief Innovation Officer for Trilogy Financial, Nick Richtsmeier maintains a commitment to “goal-driven action,” in everything he does. By providing executive leadership for Trilogy’s brand, marketing, training, and technology, Nick is committed to Trilogy’s dynamic financial planning perspective and its forward-thinking commitment. In addition, Nick also supports TrilogyCapital, an independent Registered Investment Advisor, as its Chief Operating Officer.

With a Masters degree in Transformational Leadership from Bethel University, Mr. Richtsmeier focuses on helping teams of advisors and individual clients, clarify their highest objectives and then make strategic and consistent decisions to try and help make those goals a reality. His passion is to understand and reveal the storyline of every financial life, helping people rectify the gaps between their greatest aspirations and their day-to-day actions. Nick is a frequent public speaker for national events including: 

  • 2017 Salesforce World Tour in New York City, NY
  • 2018 Insider’s Forum with Bob Veres
  • 2018 Salesforce Wealth Management Boot Camp

Nick currently serves on the following boards:

  • Salesforce Financial Services Customer Advisory Board Member
  • ORION Advisor Board Member
  • TD Ameritrade Advisory Board Member (2018-2020 Term)

Outside of work, Mr. Richtsmeier enjoys spending time with his wife, Wendy and his three sons, Evan, Grant, and Cole. With the little bit of free time he has, Nick is an avid reader, film-goer and cook.

THE LATEST FROM NICK



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CALL NICK DIRECT AT
(303) 300-3323 ext. 5195
  Strategic Partners

ASK NICK A QUESTION

 

 
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