Mark
Steele
Richardson Capital Management, LLC
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About this Advisor
Mark Steele is a financial advisor based in Menomonee Falls, Wisconsin, working with Richardson Capital Management, LLC. Mark has previously held positions at Ver Halen, Inc, Richardson Financial Group, and Brunsell Lumber & Millwork. Mark has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Mark is part of Richardson Capital Management, LLC, which operates out of Menomonee Falls, Wisconsin. The firm has 7 employees and manages assets totaling $445.5 million. The firm 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 other services. The fee structure at Richardson Capital Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Richardson Capital Management, LLC Brokerage Details
$445,461,076
7
222
$2,006,581
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Mark Steele Work History
Richardson Financial Group
Brunsell Lumber & Millwork
Ver Halen, Inc
Disclosures
Please visit the SEC profile of Mark Steele 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 Richardson Capital Management, LLC
Menomonee Falls, WI
Menomonee Falls, WI
Menomonee Falls, WI
Menomonee Falls, WI
Menomonee Falls, WI
Menomonee Falls, WI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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