Mark Steele (CRD# 7076583) is an Investment Advisor Representative working at Richardson Capital Management, LLC in Menomonee Falls, WI and has over 4 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Richardson Financial Group | Menomonee Falls, WI | Aug 2018 - Current | 5 |
| Brunsell Lumber & Millwork | Madison, WI | May 2017 - Aug 2018 | 1 |
| Ver Halen, Inc. | Green Bay, WI | Nov 1992 - May 2017 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- WI
-
Total Assets Under Management445MILLIONS
-
Total Number of Accounts222ACCOUNTS
-
Average Account Value$2,006,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, IL, LA, NE, TX, WI
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