Richmond Investment Services LLC

  • Financial Services
  • Insurance
  • Investment
7702 W. Mequon Rd
Mequon, WI 53097
(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

    Map

Printed courtesy of www.mtchamber.org/ – Contact the Mequon-Thiensville Chamber of Commerce for more information.
6331 W. Mequon Road, Mequon, WI 53092 – (262) 512-9358 – info@mtchamber.org