Nathan
Corroy

Richardson Capital Management, LLC

CRD#5443185
Investment Advisor
in Menomonee Falls, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nathan Corroy is a financial advisor based in Menomonee Falls, Wisconsin, working with Richardson Capital Management, LLC. Nathan has previously held a position at Richardson Capital Management, LLC and is registered to provide services in Wisconsin. Currently, Nathan 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

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

W134 N8688 Executive Parkway
Menomonee Falls, WI 53051

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Richardson Capital Management, LLC Brokerage Details

Total Assets Under Management

$445,461,076

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

7

WI Average: 43
Total Number of Accounts

222

WI Average: 1,898
Average Account Size

$2,006,581

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Nathan Corroy Work History

2014 - Present (11 years)

Richardson Capital Management, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nathan Corroy 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

Nathan Corroy
Menomonee Falls, WI
Bryan Becker
Menomonee Falls, WI
Daniel Brown
Menomonee Falls, WI
Scott Richardson
Menomonee Falls, WI
Mark Steele
Menomonee Falls, WI
Michael Richardson
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started