Gregg
Shaffer
Richmond Investment Services LLC
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About this Advisor
Gregg Shaffer is a financial advisor based in Mequon, Wisconsin, working with Richmond Investment Services LLC. Gregg has previously held positions at Citigroup Global Markets, Morgan Stanley, Morgan Stanley Private Bank, National Association, Lpl Financial, LLC, and Richmond Investment Services. Gregg has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Gregg is part of Richmond Investment Services LLC, which operates out of Mequon, Wisconsin. The firm has 1 office and 22 employees. The firm manages assets totaling $360.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Richmond Investment Services LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Richmond Investment Services LLC Brokerage Details
$360,274,777
22
1,369
$263,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Gregg Shaffer Work History
Richmond Investment Services
Lpl Financial, LLC
Richmond Investment Services
Morgan Stanley Private Bank, National Association
Morgan Stanley
Citigroup Global Markets
Disclosures
Please visit the SEC profile of Gregg Shaffer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Richmond Investment Services LLC
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
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