Scott Richardson, financial advisor Menomonee Falls WI
96 score

Scott Richardson

CRD Number: 1859684
Current Firm: Richardson Capital Management, LLC

Scott Richardson (CRD# 1859684) is an Investment Advisor Representative working at Richardson Capital Management, LLC in Menomonee Falls, WI and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Richardson Capital Management, LLC Menomonee Falls, WI Apr 2004 - Current 12
Richardson Financial Group, Inc. Menomone Falls, WI Mar 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Feb 1998
Contact Info for Scott P. Richardson
Phone Number: 262-255-4100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    317
    MILLIONS
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $2,349,909
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

FL, IL, TX, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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