Richmond Investment Services LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 327451
- SEC number
- 801-129477
- Firm type
- RIA
- Assets under management
- $453.2M as of Jun 29, 2026
- Website
- www.youtube.com ↗
- Phone
- 262-242-4200
- Address
- 7702 W Mequon Rd, Mequon, WI, 53097-3217
Advisors at this firm
14 in our index · page 1 of 1
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Alexander Sidney AlbertCRD 7942017 · Mequon, WIIA RegisteredBroker
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Peggy Ellen BorisCRD 4917780 · Mequon, WIIA RegisteredBrokerDisclosure event(s) on record
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Christopher Allen BeckerCRD 6769200 · Mequon, WIIA RegisteredBroker
-
Joshua Edward BorisCRD 6806044 · Mequon, WIIA RegisteredBroker
-
Kelley Ann DonovanCRD 2399378 · Dubuque, IAIA RegisteredBroker
-
William Ryan GrayCRD 4746389 · Mequon, WIIA RegisteredBroker
-
Brooke Nicole GassmanCRD 7871330 · Dubuque, IAIA RegisteredBroker
-
Mark Benjamin KonrardyCRD 4324887 · Dubuque, IAIA RegisteredBrokerDisclosure event(s) on record
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Courtney M KrogstadCRD 6030675 · Mequon, WIIA RegisteredBroker
-
Brittany L LoeffelholzCRD 5617784 · Dubuque, IAIA RegisteredBroker
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Alexander James MirsbergerCRD 7622846 · Mequon, WIIA RegisteredBroker
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Marcus John MrugalaCRD 2737770 · Mequon, WIIA RegisteredBrokerDisclosure event(s) on record
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Matthew Riley RichmondCRD 2729015 · Mequon, WIIA RegisteredBroker
-
Gregg Alan ShafferCRD 4269835 · Mequon, WIIA RegisteredBroker
1–14 of 14
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 327451 ↗
FINRA BrokerCheck record for firm CRD 327451 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.