Douglas C Mogck, CFP®, CLU®, CASL®, RICP®

Wealth Management Advisor

Professional

Doug Mogck's mission is to help his clients attain financial security for their families and businesses. Because you cannot predict the future, Doug will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.

Education

  • Doug received his Bachelor of Science in Business Administration from the University of South Dakota.
  • Doug received the Chartered Life Underwriter, Retirement Income Certified Professional, and Chartered Advisor for Senior Living designations through The American College.
  • Doug received the Certified Financial Planner designation in 2013.

Awards and Recognition

  • Doug is a Million Dollar Round Table Qualifying Member for 8 years.
  • Doug has received the National Quality Award in 1991, 1993, 1995, and 1998.

Associations and Memberships

CLU®
Chartered Life Underwriter
The CLU® designation is the professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For Financial Representatives, as well as field managers, home office personnel and others involved in providing life insurance products to the public, the CLU® designation is the common bond for continuing growth and commitment to professionalism.

RICP
The Retirement Income Certified Professional (RICP®) program allows Rick to create an effective retirement income plan to maintain a client's desired lifestyle over the course of retirement; identify retirement income needs and objectives and evaluate a client's current situation relative to those goals; help a client determine the optimal retirement age, and choose appropriate annuities for the retirement income plan; become more familiar with the latest research on strategies for ensuring that retirement assets last a lifetime; select a method for funding long-term care needs; and create and manage retirement income portfolios appropriate for each client's situation.

CFP®

ication is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the eveThe CERTIFIED FINANCIAL PLANNERTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients. 

NAIFA
Doug is a member of NAIFA.  
The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
 
The National Association of Insurance and Financial Advisor (NAIFA) is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.
 
MDRTMDRT
Doug is also a member of the Million Dollar Round Table. MDRT is The Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
 
MDRT's Mission
To be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

 

 

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