Financial Advisors
300 East Front Street
Suite 300
Traverse City, MI 49684
tel: 906.228.7123
toll free: 800.530.9979
fax: 231.941.5820
 
Financial Advisor Details

Richard Tegge
Second Vice President - Wealth Management
Guided Portfolio Manager
Wealth Advisory Specialist
tel: 906.228.7123
toll free: 800.530.9979
fax: 231.941.5820
richard.tegge@smithbarney.com
  • Business Experience:
    2000 - Present: Smith Barney
    Second Vice President - Wealth Management
    Marquette, MI
    1997 - 2000: Edward Jones
    Investment Representative
    Marquette, MI
    1991 - 1997: Portable Network Solutions
    Co - Founder/Owner
    St. Petersburg, FL
    1989 - 1991: Inacomp/CompuCom Computer Centers
    Major Account Representative
    Tampa, FL
    1985 - 1989: Norwest Financial
    System Trainer/Conversion Specialist
    Tampa, FL
  • B.S. - Management, 1985
    Northern Michigan University
    Marquette, MI
  • Guided Portfolio Management Program, 2000
  • Wealth Advisory Specialist Designation
  • Wealth Management Development Program
  • Series 7, 9, 10, 63 & 65 Licensed
  • Life and Annuity Insurance Licensed, 1997
  • Rotary Club of Marquette
    Treasurer - Scholarship Fund
    Marquette, MI
  • Marquette Rangers Junior A Hockey Club
    Director of Hockey Operations
    Marquette, MI
  • Marquette Senior High School, Athletic Review Committee
    Marquette, MI
  • Marquette Junior Hockey - Frederick Dahl Memorial Award
    Volunteer of the Year
  • Superiorland Kiwanis - Outstanding Volunteer Coach
    Marquette County Youth Football
Richard Tegge is licensed in the following state(s): AZ, CA, CT, FL, IL, MA, MD, MI, MN, OH, PA, UT, WI
Wayne Olivier
Second Vice President - Wealth Management
Guided Portfolio Manager
Wealth Advisory Specialist
tel: 906.228.7123
toll free: 800.530.9979
fax: 231.941.5820
wayne.olivier@smithbarney.com
  • Business Experience:
    1999 - Present: Smith Barney
    Second Vice President - Wealth Management
    Marquette, MI
    1995 - 1999: Prudential Securities
    Financial Advisor
    Traverse City, MI
    1991 - 1995: Prudential Insurance Co.
    Registered Representative/401k Plans
    Traverse City, MI
  • Northern Michigan University
    Marquette, MI
  • Guided Portfolio Managment Program, 2000
  • Wealth Advisory Specialist Designation
  • Series 6, 7, 63 & 65 Licensed
  • Life and Annuity Insurance Licensed
  • St. Peters Cathedral
    Member of the Development Commission
    Marquette, MI
  • Marquette Tennis Association
    Member
    Marquette, MI
  • Marquette Junior Hockey
    Member
    Marquette, MI
  • American Funds - All American Team
  • The Hartford - Captains Club
    2002 - 2004
Wayne Olivier is licensed in the following state(s): AZ, CA, CT, FL, IL, MA, MD, MI, MN, OH, PA, UT, WA, WI
 
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