Contact information Verified work emails, personal emails, and direct dials — unlocked in one click.
Work email
•••••@richmondis.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••
Free to start · No credit card required
Current company Richmond Investment Services
Financial Services · 12 employees · Founded 2006 · Mequon, Wisconsin, United States
Our Advisors are Seasoned, Independent Professionals who bring Experience and Dedication to their Passion. Independence allows our advisors to focus on the areas of financial services where they excel and can be of the greatest help to you. We are team players who jointly assess your financial situation using the experience of multiple advisors and staff to view problems and strategies from several angles. Our advisors have a minimum of 10 years in financial services and a strong passion for family, education, and community. 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 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 disclosing any form of testimonial related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as testimonials and are therefore blocked per firm policy. Third-party posts on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness. Financial professionals associated with LPL Financial may only discuss or transact business with residents of states in which they are properly registered or licensed. No offers may be made or accepted from residents of any other state. Links to third-party websites are for informational purposes only. RIS does not endorse or sponsor third-party content and is not responsible for third-party content, services, or products.