• Member Announcements

  • Richmond Investment Services LLC

    • Financial Services
    • Insurance
    • Investment
    7105 W. Mequon Rd
    Suite 102
    Mequon, WI 53092
    (262) 242-4200
    (262) 242-4240 (fax)
    Hours:
    8:30 am to 5:00 pm Monday-Friday

    About Us

    Comprehensive Planning & Management

    We have decades of experience and have worked for some of the largest insurance, banking and investment firms in the country.

    We believe investors need two read more
    • About

      Comprehensive Planning & Management

      We have decades of experience and have worked for some of the largest insurance, banking and investment firms in the country.

      We believe investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with an independent, trustworthy representative who has a clear understanding of their needs.

      By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, our office maintains a constant commitment to putting service first.

      We prefer to work in a fee based model that puts our interests in line with your own. Enjoy knowing that pro-active moves generate results not commissions. Minimum investment is $100,000

      We are currently licensed for business in AZ, CA, FL, IA, IL, IN, NC, OH, TX, WI and WY
      Secutities offered through LPL Financial, Member FINRA/SIPC

    • Highlights

    • Media

    • Whom to Contact

      • Peggy Boris
        LPL Financial Advisor
        Phone: (262) 242-4200
      • Ryan Gray
        CFP, LPL Financial Advisor
        Phone: (262) 242-4200
      • Jeri Powalish
        Office Manager
        Phone: (262) 242-4200
      • John Richmond
        ChFC, CLU, LPL Financial Advisor
        Phone: (262) 242-4200
      • Matthew Richmond
        MBA, LPL Financial Advisor
        Phone: (262) 242-4200
    • Directions

      On Mequon Rd just East of 76 (or Wauwatosa Rd) in the red-brick Mid-State Insurance Building on the South side of Mequon Rd

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