Richardson Financial Group
Financial Services • 
Menomonee Falls, Wisconsin, United States • 11-20 Employees
Company overview
| Headquarters | W134N8688 Executive Parkway, Menomonee Falls, WI 53051-3310, US |
| Phone number | +18882554100 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Management, Financial, Insurance & Risk Management, Tax & Estate Planning |
| Founded | 1969 |
| Employees | 11-20 |
| Socials |
Key Contacts at Richardson Financial Group
Daniel P. Brown
Director Of Investment Management
Nathan D. Corroy
Director Of Financial Planning
Mike Richardson
Ceo
Jodi Baumann
Director Of Investment Client Services
Mary Olson
Director Of Investment Operations
Robert Richardson
Ceo
Paul Zudyk
Director Of Planning
Paul Zudyk
Director Of Planning
Richardson Financial Group Email Formats
Richardson Financial Group uses 2 email formats. The most common is {first initial} (e.g., j@richardson-financial.com), used 84.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@richardson-financial.com | 84.6% |
{first name} | john@richardson-financial.com | 15.4% |
About Richardson Financial Group
As a boutique wealth management firm, we are unique with concierge-style service focused on investments, tax, estate and insurance concerns. We are chosen to grow and protect our clients’ assets, and to simplify their financial complexities. We are valued for our ability to deliver financial security and peace-of-mind in a very private, quiet way. Richardson Financial Group is both large enough to deliver all the horsepower of the syndicated financial institutions, and small enough to personally care for the well-being of you and your family. Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Advisory services offered through Richardson Capital Management, LLC an SEC registered investment advisor. Valmark Securities, Inc. and Richardson Capital Management, LLC are not affiliated companies. Third party posts do not reflect the views of Valmark Securities or Richardson Capital Management, LLC and have not been approved prior to posting. The material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Richardson Financial Group revenue & valuation
| Annual revenue | $1,539,990 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Richardson Financial Group has 10 employees across 3 departments.
Departments
Number of employees
Funding Data
Richardson Financial Group has never raised funding before.
Richardson Financial Group Tech Stack
Discover the technologies and tools that power Richardson Financial Group's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
CDN
Security
Form builders
JavaScript libraries
Caching
Maps
CDN
Web servers
JavaScript libraries
Programming languages
Blogs
Spain
United Kingdom
Frequently asked questions
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