Five Star award winner Rich Collop, CFP®

PROFESSIONAL PROFILE

Contact Me

Rich Collop, CFP^®

Collop Capital

16020 Swingley Ridge Road, Suite 330

Chesterfield, MO 63017

Office: 636-936-9599

rich@collopcapital.com
www.collopcapital.com

About Me

Rich Collop is focused on one thing – delivering peace of mind. He partners with executives, physicians, business owners and retirees who desire a lifetime of fulfillment. Rich is a Retirement Geographer. By delivering a Roadmap to Retirement, he gives his clients the financial freedom to turn their weekdays into weekends.

Rich’s primary focus is to assist clients in establishing and achieving their total financial objectives by applying a high degree of technical competence to a careful analysis of personal goals. Rich has Bachelor’s and Master’s degrees from the University of Missouri and earned the CERTIFIED FINANCIAL PLANNER™ designation, showing his commitment to his profession. As an established wealth advisor with over 18 years in financial services, Rich brings passion and the desire to serve to his clients – something that is often lacking in working with an advisor.

Specialties include:
• Retirement planning
• Creation and growth of wealth
• Preservation, protection & distribution of wealth
• Tax reduction strategies
• Risk mitigation
• Estate planning

Rich’s technical expertise and unique approach to planning is anchored to his core values of respect, humility, and empathy. Rich’s genuine interest in his clients makes him stand out among his peers. He doesn’t believe in canned approaches to financial planning, and thus sees each client and their planning needs as a blank canvas. Rich takes the time to get to know his clients and to tailor solutions to fit their unique situation.

Rich embraces life wholeheartedly. He is an avid tennis player and golfer, having starred on the University of Missouri tennis team. Rich enjoys hiking and camping, loves to travel, and relaxing at his “second home” in Fort Morgan, Alabama. Rich has been married to his wife Emily for 23 years. They reside in Manchester, Missouri with their daughter Isabel (18) and son Michael (13).

We hope you will take the time to get to know Rich and his team. To learn more about how Collop Capital stands out from other financial firms, or for more information, please visit our website www.collopcapital.com or give us a call at 636-936-9599

See Accomplishments

This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 12/12/23 through 7/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2685 St. Louis-area wealth managers were considered for the award; 187 (7% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,691, 167, 6%, 10/1/23, 12/12/22 - 6/30/23; 2022: 2418, 158, 7%, 10/1/22, 1/24/22 - 7/22/22; 2021: 2683, 164, 6%, 10/1/21, 12/28/20 - 8/6/21; 2020: 2431, 170, 7%, 10/1/20, 1/6/20 - 8/7/20; 2019: 2481, 185, 7%, 10/1/19, 1/14/19 - 8/9/19; 2018: 2533, 179, 7%, 10/1/18, 1/26/18 - 8/15/18; 2017: 1681, 181, 11%, 10/1/17, 1/26/17 - 8/28/17; 2016: 1427, 324, 23%, 9/1/16, 3/3/16 - 8/22/16; 2015: 2194, 358, 16%, 10/1/15, 2/16/15 - 8/11/15; 2014: 1401, 389, 28%, 2/1/14, 2/16/13 - 8/11/13; 2013: 1726, 485, 28%, 2/1/13, 2/16/12 - 8/11/12; 2012: 1800, 455, 25%, 2/1/12, 2/16/11 - 8/11/11.

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Investment advisory services offered through Mutual Advisors, LLC DBA Collop Capital, a SEC registered investment adviser. Collop Capital, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.