Richardson Financial Group, Inc. Employee Directory

Q: What is Richardson Financial Group, Inc. known for?

Richardson Financial Group, Inc. was founded in 1969. Richardson Financial Group, Inc. operates in the Financial Services industry.

Financial ServicesWisconsin, United States11-50 Employees

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.

Find Richardson Financial Group, Inc. employees' phone numbers or email addresses

Richardson Financial Group, Inc. Global Highlights

North America
16

United States Of America
15
Canada
1

Richardson Financial Group, Inc.'s Leadership

M. R. -. C.
Ceo
Mobile Phone
Email
S. R.
Chief Executive Officer
Mobile Phone
Email
S. R.
President
Mobile Phone
Email
D. P. B.
Director Of Investment Management
Mobile Phone
Email
N. D. C.
Director Of Financial Planning
Mobile Phone
Email
J. B.
Director Of Investment Client Services
Mobile Phone
Email
M. O.
Director Of Investment Operations
Mobile Phone
Email
H. B.
Director Of Insurance Services
Mobile Phone
Email

Contact profiles from Richardson Financial Group, Inc.

Name

Title

Contact Info

Location

Last Update

M. S.
Senior Wealth Advisor
Mobile Phone
Email
United StatesWisconsin
Oct 03, 2025
C. R.
Principal
Mobile Phone
Email
Oct 21, 2024
K. W.
Staff Accountant
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Richardson Financial Group, Inc. known for?

Richardson Financial Group, Inc. was founded in 1969 operates in the Financial Services industry. Explore Richardson Financial Group, Inc.'s company overview page for more information.

What is Richardson Financial Group, Inc.'s most common email format?

Richardson Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Richardson Financial Group, Inc. email formats with LeadIQ.

How many employees does Richardson Financial Group, Inc. have currently?

Richardson Financial Group, Inc. has approximately 18 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Richardson Financial Group, Inc.'s key employees and leadership?

As of December 2025, Richardson Financial Group, Inc.'s key employees include:

Ceo: M. R. -. C.
Chief Executive Officer: S. R.
President: S. R.
Director Of Investment Management: D. P. B.
Director Of Financial Planning: N. D. C.

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