Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Richmond is a financial advisor with over 27 years of experience in the financial services industry. Matthew is currently registered with Richmond Investment Services LLC, an independent investment advisor firm. Matthew offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Matthew has a wide range of experience in the financial services industry, having previously worked at Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, Piper Jaffray & Co., and Thrivent Investment Management Inc. Matthew is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
06/12/2024 - Present
Richmond Investment Services LLC (MEQUON WI)
WI
07/06/2005 - 02/16/2007
CHASE INVESTMENT SERVICES CORP. (GERMANTOWN WI)
IL
10/14/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
07/25/2002 - 08/06/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MN
07/01/2002 - 07/29/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
04/10/1996 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 09/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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