Richmond Investment Services
Financial Services
Mequon, Wisconsin, United States
12 employees
- Employees
- 12
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Richmond Investment Services Overview
- Headquarters
- Mequon, Wisconsin, United States
- Phone Number
- Available in AeroLeads
- Website
- richmondis.com
- Industry
- Financial Services
- Employees
- 12
- Founded
- 2006
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Richmond Investment Services
Our Advisors are Seasoned, Independent, Professionals who bring Experience and Dedication to their Passion. Independence allows our advisors to be self directed and concentrate their efforts on the aspects of financial services where they are strongest and can be of the greatest help to you, the client. We are team players who can jointly assess your financial issues using the experience of several advisors or resource staff in order to view problems and strategies from multiple angles. Our advisors have a minimum of 10 years in the financial services industry and have a strong passion for family, education, and community as well as professional commitment to their industry. Many of our advisors have advanced qualifications beyond college business including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), CERTIFIED FINANCIAL PLANNER ™ (CFP®), and Masters of Business Administration (MBA). Richmond Investment Services (RIS), LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where RIS and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability, or completeness. RIS does not endorse, authorize, or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products, or in
Richmond Investment Services Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Richmond Investment Services Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Gregg Shaffer | Lpl Financial Advisor at Richmond | Greater Milwaukee, United States |
Email
Phone
|
| Kelley Donovan | Founder & Wealth Advisor at Goldfinch | Dubuque, Iowa, United States |
View
|
| Peggy Boris | Thiensville, Wisconsin, United States |
Email
|
|
| Matthew Richmond, Mba | Principal / Lpl Financial Advisor | Thiensville, Wisconsin, United States |
Email
|
Employees by Management Level
Individual contributor
4 profiles
Executive
1 profile
Director
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 1 |
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