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Marcus John Mrugala

Richmond Investment Services LLC

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About Marcus John Mrugala

Marcus John Mrugala is a financial advisor with Richmond Investment Services LLC. Marcus has been in the industry since November 2005. He has a Series 7, Series 63, and SIE license. Marcus is registered in 18 states, including Arizona, Arkansas, California, Colorado, Florida, Idaho, Illinois, Minnesota, New Hampshire, New York, Oregon, South Carolina, Texas, Virginia, Washington and Wisconsin. Marcus specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.

Firm Information

Marcus Mrugala is currently registered with Richmond Investment Services LLC. Richmond Investment Services LLC is an investment advisory firm based in Mequon, Wisconsin, with a team of 10 licensed agents and representatives. They manage approximately $365,842,345 in assets for 1,255 clients. The firm specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They offer wrap fee programs and are registered with the SEC under number 801-129477.
Richmond Investment Services LLC

7702 W MEQUON RD

MEQUON, WI 53097-3217

$365.84M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marcus Mrugala’s Registration & Firm History

WI

07/16/2024 - Present

Richmond Investment Services LLC (MEQUON WI)

WI

11/29/2005 - 08/07/2017

EDWARD JONES (THIENSVILLE WI)

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Licenses & Designations

BC

Issued 12/01/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Marcus John Mrugala. Review regulatory record here.
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