AdvisorOS Directory
Claim Profile
Unclaimed Profile
MR

Matthew Riley Richmond

RICHMOND INVESTMENT SERVICES LLC·MEQUON, Wisconsin
Clean recordRICHMOND INVESTMENT SERVICES LLC
7702 W MEQUON RD, MEQUON, WI 53097-3217CRD# 2729015Firm CRD# 327451

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Riley Richmond · MEQUON, WI
Registration
CRD #2729015 · RICHMOND INVESTMENT SERVICES LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Riley Richmond is a registered financial advisor based in MEQUON, Wisconsin, affiliated with RICHMOND INVESTMENT SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
RICHMOND INVESTMENT SERVICES LLC
RICHMOND INVESTMENT SERVICES LLC
AUM
$366M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at RICHMOND INVESTMENT SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2729015
Firm CRD# 327451
View on FINRA BrokerCheck →

Looking for a financial advisor in MEQUON?

Browse all registered financial advisors in MEQUON, Wisconsin or claim this profile if it's yours.

Browse MEQUON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Matthew Riley Richmond offer?
Matthew Riley Richmond specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEQUON, Wisconsin for a consultation.
What are Matthew Riley Richmond's credentials?
Matthew Riley Richmond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Riley Richmond located?
Matthew Riley Richmond is based in MEQUON, Wisconsin, working with RICHMOND INVESTMENT SERVICES LLC. Their office serves clients in the MEQUON metropolitan area and surrounding communities.
How does Matthew Riley Richmond charge for services?
Matthew Riley Richmond's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RICHMOND INVESTMENT SERVICES LLC?
RICHMOND INVESTMENT SERVICES LLC has approximately 11 employees and manages $366M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at RICHMOND INVESTMENT SERVICES LLC

Christopher Allen Becker
MEQUON, WI

More Advisors in MEQUON, Wisconsin

Teresa Esser
CAPITAL MIDWEST ADVISORS II, LLC·MEQUON, WI
Kenneth Edward Karr
HIGHLAND INVESTMENT ADVISORS LLC·MEQUON, WI
Brent Christopher Jesko
REINHART PARTNERS, LLC·MEQUON, WI
John Thomas Kennedy
PEGASUS PARTNERS LTD.·MEQUON, WI
William Caris Gray
REINHART PARTNERS, INC.·MEQUON, WI
Allen J Prochnow
CUVM, LLC·MEQUON, WI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)WAUSAU (30)MIDDLETON (29)NEENAH (25)STEVENS POINT (17)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Request removal of this profile