Richard
Shull

Wipfli Financial Advisors, LLC

CRD#7133715
Investment Advisor
in Missoula, MT

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About this Advisor

Richard Shull is a financial advisor operating in Missoula, Montana, who has been in the financial industry for 38 years. Shull is currently employed by Wipfli Financial Advisors, LLC. Over the course of their career, Shull has held roles at Wipfli Llp, Wipfli Financial Advisors, LLC and Galusha Higgins & Galusha. Shull has a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Montana. Wipfli Financial Advisors, LLC is an advisory company based out of Missoula, Montana. The investment advisory business has offices in 15 locations and a total of 82 advisors. It controls $3 billion in total assets among its 5,674 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to four charities and foundations. Of its 5,674 customer accounts, 29% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually are based on the type of financial services offered. However, fees charged by Wipfli Financial Advisors, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

38 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

101 E. Front Street Suite 301
Missoula, MT 59802

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Wipfli Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$3,217,529,043

MT Average: $2,826,565,184
Total Number of Employees

82

MT Average: 43
Total Number of Accounts

5,674

MT Average: 1,898
Average Account Size

$567,065

MT Average: $1,489,234

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Richard Shull Work History

Richard has 38 years of experience.

2019 - Present (2 years)

Wipfli Financial Advisors, LLC

2015 - Present (6 years)

Wipfli Llp

1982 - 2014 (32 years)

Galusha Higgins & Galusha

Disclosures

Richard Shull has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wipfli Financial Advisors, LLC

Rafia Hasan
Milwaukee, WI
Brett Pophal
Madison, WI
Cole Gustke
Wausau, WI
Ryan Mcguire
Milwaukee, WI
Leah Schmid
Madison, WI
Janice Deringer
Lake Oswego, OR
Sherry Bednarski
Madison, WI
Nathan Bodart
Milwaukee, WI

This content was compiled from the SEC and FINRA.

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