Richmond Investment Services, LLC

Richmond Investment Services, LLC Our objective is to set a higher standard of service for comprehensive planning and management.

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 importan

ce 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.

Happy Mother’s Day from us at Richmond Investment Services, LLC! πŸ’πŸŒΈ
05/10/2026

Happy Mother’s Day from us at Richmond Investment Services, LLC! πŸ’πŸŒΈ

We’re proud to sponsor Family Fun Before the Fourth at Thiensville Village Park! πŸŽ†πŸ‡ΊπŸ‡ΈCelebrating 250 years of American fr...
05/07/2026

We’re proud to sponsor Family Fun Before the Fourth at Thiensville Village Park! πŸŽ†πŸ‡ΊπŸ‡Έ

Celebrating 250 years of American freedom with our community is exactly what this is all about. See you Saturday, June 27th - it’s going to be a great night!

🚨 Free Webinar - Looking out for Scams!
04/20/2026

🚨 Free Webinar - Looking out for Scams!

🚨 Free Webinar β€” Looking out for Scams! Scams are costing Americans $9 billion a year β€” and they're only getting more sophisticated. Today (4/20) at 4:00 PM, we are hosting a free Zoom webinar with Ben Merens of the Wisconsin Bureau of Consumer Protection to help you protect yourself and the ...

04/13/2026

𝐏𝐫𝐒𝐜𝐞 πƒπ’π¬πœπ¨π―πžπ«π² - (π‘‘β„Žπ‘–π‘  π‘€π‘Žπ‘  π‘–π‘›π‘‘π‘’π‘›π‘‘π‘–π‘œπ‘›π‘Žπ‘™π‘™π‘¦ π‘€π‘Ÿπ‘–π‘‘π‘‘π‘’π‘› 𝑾𝑰𝑻𝑯𝑢𝑼𝑻 𝑨𝑰, π‘ π‘œ π‘‘β„Žπ‘Žπ‘‘ π‘¦π‘œπ‘’ π‘π‘œπ‘’π‘™π‘‘ β„Žπ‘’π‘Žπ‘Ÿ π‘œπ‘’π‘Ÿ ....

03/28/2026

Richmond Investment Services posted images on LinkedIn

11/26/2024
A privilege to be asked by MKE Lifestyle Magazine for our professional financial perspective on 2024 Financial Trends to...
01/18/2024

A privilege to be asked by MKE Lifestyle Magazine for our professional financial perspective on 2024 Financial Trends to Watch - January Issue

https://mkelifestyle-wi.newsmemory.com/

Hey Everyone! Wanted to pass along the following general educational announcement our clients received this week highlig...
10/25/2023

Hey Everyone! Wanted to pass along the following general educational announcement our clients received this week highlighting the importance of reviewing account titling/beneficiaries--

Farewells and IntroductionsTristan (pictured on the right) has interned with us for a year and a half. Recently, he fin...
05/18/2023

Farewells and Introductions

Tristan (pictured on the right) has interned with us for a year and a half. Recently, he finished his collegiate baseball career and this June he finishes his MBA at Concordia Mequon. Tristan is continuing a career in financial services with a firm in the Madison area. We thank him for all his hard work and wish him the best.

We introduce you to Max Nebel, who is a fellow ball-player and finance student entering his senior year, also at Concordia Mequon. Max hails from AZ and when he’s not studying or playing baseball, enjoys hitting the links.
We welcome him as one of our new interns at Richmond Investment Services

We would love for you to join us!
01/27/2023

We would love for you to join us!

Address

7702 W Mequon Road
Mequon, WI
53097

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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