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
View Top Employees from Richmond Investment ServicesWebsite | http://www.richmondis.com |
Revenue | $6 million |
Employees | 10 (8 on RocketReach) |
Founded | 2006 |
Address | 7702 West Mequon Road, Mequon, Wisconsin 53097, US |
Phone | (262) 242-4200 |
Fax | (262) 242-4240 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523910 Companies, NAICS Code 52391 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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The Richmond Investment Services annual revenue was $6 million in 2024.
8 people are employed at Richmond Investment Services.
Richmond Investment Services is based in Mequon, Wisconsin.
The NAICS codes for Richmond Investment Services are [523910, 52391, 5239, 52, 523].
The SIC codes for Richmond Investment Services are [621, 62].