Meet Richard Eisenmann

Richard Eisenmann, CLU®, LUTCF®, RICP® - Financial Professional

Richard J. Eisenmann, CLU®, LUTCF®, RICP®

Financial Professional, Founder of Eisenmann and Associates

Richard (“Ike”) Eisenmann is a registered representative and has more than 35 years of experience in the insurance and financial services industry. He holds Chartered Life Underwriter® (CLU®) and Retirement Income Certified Professional® (RICP®) designations from American College. He is also a graduate of the Life Underwriting Training Council, holding the designation of LUTCF® (Life Underwriting Training Council FellowSM). A past president of the Lake Superior Chapter of the National Association of Insurance and Financial Advisors, Ike is a life and qualifying member of the Million Dollar Round Table as “Court of the Table” and “Top of the Table.”

After spending several years as a captive financial professional, Ike founded his own firm, Eisenmann and Associates, in 2005 as an independent firm. The company has grown through a referrals-only, grassroots approach, a rarity in the financial services profession. “Eisenmann and Associates is a financial services firm dedicated to assisting clients achieve financial security through accumulation, preservation and protection of personal and business assets. Our mission is to provide the services clients need to achieve their short and long-term financial goals. We understand our client’s unique needs; thus, believe in an individual approach to solving clients’ specific situations,” Eisenmann says.

Ike is proud to work with the next generation of advisors in his family. His daughter, Anna Downs, joined the practice as an intern in 2006, and began her full-time career in 2007. Although the two work independently as financial professionals, they share responsibility for several group retirement accounts, and Anna is slowly taking on more responsibilities as the firm grows. The long-term succession plan is for Anna to run the firm when Ike is ready to take a step back.

A lifelong resident of Superior, Wisconsin, Ike graduated from the University of Wisconsin-Superior with a Bachelor of Science degree in business management. He is currently a member of the University of Wisconsin-Superior Foundation. Ike has served as a board member and held committee positions for many different organizations in the past, including the Wisconsin Masonic Grand Lodge Board of Trustees, the Shriners Hospital Board-Twin Cities, and the Superior Douglas County Development Association. He served as past president of the Wisconsin Technical College Foundation Board, as past potentate with AAD Shriners in Duluth, Minnesota, and he is past master of the Acacia-Itasca Masonic Lodge.

Ike was elected to the University of Wisconsin-Superior Athletic Hall of Fame in 2006.

Licensed to sell insurance and annuities in WI, MN, and MI.

What is a Certified Financial Planner (CFP®) and what does that designation mean?

A CFP, or a certified financial planner, is someone who has gone through rigorous certification based on a set standard of education, examination, ethics, and experience through the CFP Board. The CFP designation holds certified financial planners to a standard of these things throughout their careers and ensures a level of professionalism and continuing proof of excellence. When you work with a CFP, you can know that you’re working with someone upholding one of the highest standard of ethics and education in the financial services field.