Jeffrey Richard, financial advisor Platteville WI

Jeffrey Richard

CRD Number: 1034537
Current Firm: Harbour Investments, Inc.

Jeffrey Richard (CRD# 1034537) is an Investment Advisor Representative working at Harbour Investments, Inc. in Platteville, WI and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Harbour Investments, Inc. Madison, WI Nov 2015 - Current 8
Richard Financial Resources Platteville, WI Nov 2015 - Current 8
Massachusetts Mutual Life Insurance Company Springfield, MA Aug 1980 - Current 43
Midamerica Financial Services, Inc. Platteville, WI Sep 2010 - Nov 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
S65 NASAA Investment Advisors Law Examination Jan 2000
Contact Info for Jeffrey T. Richard
Phone Number: 608-662-6100
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    4,469
    MILLIONS
  • Total Number of Accounts
    28,573
    ACCOUNTS
  • Average Account Value
    $156,400
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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