Richmond Investment Services, LLC

Richmond Investment Services, LLC Our objective is to set a higher standard of service for comprehensive planning and management.
The process starts with our valued client. Your needs come first and we devote our time and energies to understanding your individual financial objectives. We then seek to address your objectives through our alliances with the nations leading providers of investment and insurance products.Our independence offers freedom of product choice and we work hard to use the appropriate products available to build your portfolio. Richmond Investment services is here to serve you, your family and your business. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, member FINRA/SIPC. www.finra.org and www.sipc.org. For a list of states in which I am/we are registered to do business, please visit www.RichmondIS.com
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Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about working towards your dreams. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach in pursuit of their dreams. For a list of States in which we are registered to do business, please visit www.RichmondIS.com.

Mission: Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.

Please take a moment to meet our spring semester intern, Matthew Kaiser. Matthew is a student at Concordia University st...
04/17/2020

Please take a moment to meet our spring semester intern, Matthew Kaiser. Matthew is a student at Concordia University studying accounting, finance, and forensic accounting. He is the President of Concordia’s Accounting Club, the Treasurer of the Philosophy Club and the Concordia Steeple Chasers, and a founding member, writer and editor for Concordia’s newest publication, Quaestus. We have enjoyed having Matthew as a member of our team this semester and are happy to offer him the opportunity for hands-on learning in our industry while he considers his next career decisions, CPA exams and Law School.

Richmond Investment Services, LLC
04/01/2020

Richmond Investment Services, LLC

Richmond Investment Services, LLC
04/01/2020

Richmond Investment Services, LLC

Today we honor and thank those who served our nation, especially our very own Marc Mrugala and co-founder, John Richmond...
11/11/2019

Today we honor and thank those who served our nation, especially our very own Marc Mrugala and co-founder, John Richmond. Happy Veteran's Day!

Please help us welcome our new intern, Michael Jeffers. Michael is currently finishing his senior year at Marquette Univ...
01/25/2019

Please help us welcome our new intern, Michael Jeffers. Michael is currently finishing his senior year at Marquette University and will be graduating in May with a double major in Finance and Real Estate. Michael plans to pursue a career in Financial Planning.

Not even a blizzard will keep us from enjoying our office grill!
01/23/2019

Not even a blizzard will keep us from enjoying our office grill!

The Ronald McDonald House is a charity that is very dear to our hearts at Richmond Investment Services. In 2017, The Hou...
11/19/2018

The Ronald McDonald House is a charity that is very dear to our hearts at Richmond Investment Services. In 2017, The House provided lodging for over 2,600 families whose children were receiving medical care at Children’s Hospital of Wisconsin. Along with lodging, The House offers therapeutic programs, meals, and other necessities to help families through their difficult time.

In the spirit of the season, we invite you to join us for a charity gift giving event. If you would like to donate a gift or item, our office will be a drop-off location during normal business hours (8:30am – 5:00pm Mon-Fri) between now and December 14th. Please see the image below for Wishlist ideas. All gifts/items are to be new and unwrapped please.

If you have any questions about The Ronald McDonald House, please visit their website at https://rmhc-easternwi.org/. Please give our office a call at 262-242-4200 if you have any questions about our drop-off location.

RMHC Eastern Wisconsin qualifies as a 501(c)3 and therefore contributions to RMHC Eastern Wisconsin may be tax-deductible to the fullest extent allowable by law. Please consult with your tax advisor.

Today we honor our nation's veterans, especially our very own John Richmond (Navy) and Marc Mrugala (Army).  Thank you f...
11/11/2018

Today we honor our nation's veterans, especially our very own John Richmond (Navy) and Marc Mrugala (Army). Thank you for serving our country and protecting our freedoms!

Our chili recipes were put to the test today at our annual Richmond Investment Services Chili Cook-Off! To our surprise,...
10/24/2018

Our chili recipes were put to the test today at our annual Richmond Investment Services Chili Cook-Off! To our surprise, the winning chili recipe was made by 11 year old Lily Richmond (not pictured because she's at school 😉) with her barbecue chili!

Please help us welcome our new business neighbor, Kevin Lorge, CPA and owner of Integrated Management & Accounting, LLC....
09/12/2018

Please help us welcome our new business neighbor, Kevin Lorge, CPA and owner of Integrated Management & Accounting, LLC. We are excited to have such a valuable resource right across the hall. As a perk to our clients, Kevin is offering a complimentary review of your prior tax returns. Call Kevin for details 262-626-1723.

https://www.facebook.com/integratedmanagement/

It’s always great to see our business neighbor featured in a national article! Richard Behrendt, the Estate and Legacy P...
09/10/2018
Making Wills Easier and Cheaper With Do-It-Yourself Options

It’s always great to see our business neighbor featured in a national article! Richard Behrendt, the Estate and Legacy Planning attorney located in our building, was recently featured in the New York Times article titled “Making Wills Easier and Cheaper With Do-It-Yourself Options” with many reasons as to why it is important to stay clear of online software. Take a few minutes to read the article and please call Behrendt Law at 262-238-3038 if your Will or Estate Plan needs attention.

https://www.nytimes.com/2018/09/07/your-money/online-wills.html

Many websites offer services to create estate plans for little or no money. Some offer a lawyer to talk to free of charge.

Partners Matthew Richmond and Marcus Mrugala attended the LPL Financial Focus Conference in Boston earlier this week. Ov...
08/03/2018

Partners Matthew Richmond and Marcus Mrugala attended the LPL Financial Focus Conference in Boston earlier this week. Over 7,000 fellow advisors were in attendance at LPL's annual event. #keeplearning

Please take a few minutes to read our "Midyear Outlook 2018: The Plot Thickens". This outlook offers insights and market...
07/13/2018
lpl-research.com

Please take a few minutes to read our "Midyear Outlook 2018: The Plot Thickens". This outlook offers insights and market guidance to take you through the rest of the year.
https://lpl-research.com/outlook/2018/MYO_2018_Spreads.pdf

Please help us welcome our summer intern, Logan Zastrow! Logan is from the Greendale area and will be graduating from UW...
07/02/2018

Please help us welcome our summer intern, Logan Zastrow! Logan is from the Greendale area and will be graduating from UW Oshkosh in December with a double major in Finance and Management.

Richmond Investment Services is a proud supporter of Pivotal Directions - an international volunteer service for teens a...
06/11/2018

Richmond Investment Services is a proud supporter of Pivotal Directions - an international volunteer service for teens and adults. Stay tuned for updates from our trip to Jamaica next week! You can also visit www.pivotaldirections.org to learn more about their mission and ways to volunteer.

As a reminder, the stock markets and our office are closed today as we honor the memory of all who served and died for o...
05/28/2018

As a reminder, the stock markets and our office are closed today as we honor the memory of all who served and died for our freedom. Happy Memorial Day from the Richmond Investment Services team!

Here at Richmond Investment Services, we take advantage of the beautiful weather and our patio as much as possible. On t...
05/16/2018

Here at Richmond Investment Services, we take advantage of the beautiful weather and our patio as much as possible. On today's menu: grilled pizza! What's your favorite food to grill?

Please join us for our Tax Cut and Jobs Act seminar on February 6th at 8:30 am.
01/29/2018

Please join us for our Tax Cut and Jobs Act seminar on February 6th at 8:30 am.

Please help us welcome Amy Wagner, Client Relationship Manager, to the Richmond Investment Services family! Amy is a gra...
01/22/2018

Please help us welcome Amy Wagner, Client Relationship Manager, to the Richmond Investment Services family!

Amy is a graduate of UW Madison where she played four years of Volleyball and earned Second Team All-America honors! She double majored in political science and history and worked under Tommy Thomson in the office of policy and administration. Her passion is people and mentoring. She does this actively today though volunteering and coaching. She lives in Germantown with her husband Bart and their two daughters. She is active with Milwaukee Sting Volleyball Club, Crossway Church and enjoys gardening and spending time family and friends.

We are pleased to welcome Kelley Donovan to the Richmond Investment Services team! Kelley Donovan has been a Financial A...
01/22/2018

We are pleased to welcome Kelley Donovan to the Richmond Investment Services team!

Kelley Donovan has been a Financial Advisor for more than eight years and offers individuals and couples advice on retirement planning and investing. Kelley is divorced, and in a fulfilling portion of her practice, she also provides higher net worth individuals with financial counsel to navigate divorce. She holds a Series 7 registration through LPL Financial, a Series 66 through LPL Financial and ISG Financial Advisors, and a BA, Finance, from the University of Iowa.

In her personal life, Kelley has five children, one of them a young man from Namibia, Africa. Her children have graduated from, or are still attending: University of Iowa, University of Wisconsin-Madison, New York University and St Louis University.
Kelley served on the board of the Chamber of Commerce in Dubuque IA, her original hometown. She also served on the Board of Directors of Dupaco Credit Union (assets>1B). Kelley also is a co-founder of 100+ Women Who Care - Dubuque. She enjoys the arts - especially film, and attends Sundance annually. She served on the boards of: Montessori School, President; Resurrection School PTA, President; Julien Dubuque International Film Festival; VOICES in the Warehouse; Dubuque Arts Council; and the Food Pantry.

Thank you to everyone who joined us for our private showing of “Elf” at the Rivoli Theatre in Cedarburg. If you’ve never...
12/20/2017

Thank you to everyone who joined us for our private showing of “Elf” at the Rivoli Theatre in Cedarburg. If you’ve never had a chance to check out the historic Rivoli Theatre, you’re really missing out! Check out their upcoming movies here: http://rivoliofcedarburg.com/

Richmond Investment Services, LLC's cover photo
12/20/2017

Richmond Investment Services, LLC's cover photo

We are pleased to welcome Marc Mrugala to the Richmond Investment Services team! Marc Mrugala has been a Financial Advis...
08/04/2017

We are pleased to welcome Marc Mrugala to the Richmond Investment Services team!

Marc Mrugala has been a Financial Advisor since 2005 and is an Accredited Asset Management Specialist -AAMS®. He is passionate about helping clients pursue their financial goals.

Marc’s love of people and the community are evidenced in his local involvement. He has been the Thiensville Business Association President since 2012 and helps organize the Thiensville Village market during the summer at Village Park. He is the Parade chairman for the Family Fun Before the Fourth and is also an assistant scout master for Troop 817 in Grafton.

Marc and his family live in Saukville and love to visit our country's national parks.

Marc holds the series 7, 63 securities registrations with LPL Financial, and is also licensed for Life and Health Insurance.

Thank you to everyone who helped us celebrate at our Ribbon Cutting/Open House on May 11th. Please stop by for a tour if...
06/02/2017

Thank you to everyone who helped us celebrate at our Ribbon Cutting/Open House on May 11th. Please stop by for a tour if you haven't seen our new office yet!

What if you didn’t make it home today?  Could your loved ones access your phone or computer?  If you ended up in the hos...
02/03/2017

What if you didn’t make it home today? Could your loved ones access your phone or computer? If you ended up in the hospital or incapacitated could your family find medical, tax or family records? If a fire or flood swept through your house would your documents survive? If you answered no to any of these questions, we welcome you to join us at our 2017 Client University Workshop on Saturday, February 11th where we will help you begin the process of organizing your vital information.

Bringing Up Baby
09/14/2016
Bringing Up Baby

Bringing Up Baby

The cost to raise a child from cradle to college.

The Latte Habit
09/08/2016
The Latte Habit

The Latte Habit

How little things can add up over time.

Richmond Investment Services, LLC's cover photo
08/26/2016

Richmond Investment Services, LLC's cover photo

Please join us in welcoming Andrew Boyd to the Richmond Investment Services team! Andy is a veteran Wealth Manager who h...
08/26/2016

Please join us in welcoming Andrew Boyd to the Richmond Investment Services team!

Andy is a veteran Wealth Manager who has served both institutional and private clients for more than 34 years. He has a well established reputation for helping individuals and families reach their financial goals. Andy received a Bachelor of Business degree in both Finance and Marketing from the University of Wisconsin, Madison. He is a physical fitness enthusiast who enjoys outdoor activities including golf and tennis. Andy lives in Mequon with his wife Deanna and enjoys spending time with his children, Ashley, Elizabeth and Andy as well as his two grandchildren.

Securities registered for Series 7, 63 and 65 with LPL Financial and licensed in Life and Health Insurance.

07/25/2016
Midyear Outlook 2016: A Vote of Confidence

LPL research is always very well done, take a look.

"The LPL Research team proudly presents Midyear Outlook 2016: A Vote of Confidence. Complete with financial market forecasts, economic insights, and investment guidance for the remainder of the ...

Progress!
07/20/2016

Progress!

Groundbreaking for our new office started yesterday.  Thanks to Mikkelson Builders, City of Mequon, Joe Nelson-Partnersh...
05/25/2016

Groundbreaking for our new office started yesterday. Thanks to Mikkelson Builders, City of Mequon, Joe Nelson-Partnership Bank.

Matt Richmond with famed investor William Danoff at Fidelity Conference in Boston.
05/23/2016

Matt Richmond with famed investor William Danoff at Fidelity Conference in Boston.

We wish Sarah the best as she gets ready to spend the summer with her new addition!  The over under on arrival is 5-25.....
05/18/2016

We wish Sarah the best as she gets ready to spend the summer with her new addition! The over under on arrival is 5-25....take the under!

Matt and John Richmond with "Legendary" Investment Manager Bob Doll (middle)
04/21/2016

Matt and John Richmond with "Legendary" Investment Manager Bob Doll (middle)

Address

7702 W Mequon Rd
Mequon, WI
53097

Opening Hours

Monday 08:30 - 17:00
Tuesday 08:30 - 17:00
Wednesday 08:30 - 17:00
Thursday 08:30 - 17:00
Friday 08:30 - 17:00

Telephone

(262) 242-4200

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