Financial advisers in Mequon, Wisconsin
17 profiles with reported offices in Mequon, Wisconsin. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Matthew RichmondPrincipal/CEO/CCORichmond Investment ServicesCRD 2729015
- Marcus MrugalaInvestment adviser representativeRichmond Investment ServicesCRD 2737770
- Robert KieckheferManaging MemberThe Kieckhefer GroupCRD 3158584
- Gregg ShafferInvestment adviser representativeRichmond Investment ServicesCRD 4269835
- Kathleen ObernederInvestment adviser representativeForefront Wealth PartnersCRD 4385405
Carl ValimontPresident, Chief Compliance OfficerDenali Wealth ManagementCRD 4570934- William GrayInvestment adviser representativeRichmond Investment ServicesCRD 4746389
- Peggy BorisInvestment adviser representativeRichmond Investment ServicesCRD 4917780
Jeffrey RochonInvestment adviser representativeDenali Wealth ManagementCRD 5912987- Courtney KrogstadInvestment adviser representativeRichmond Investment ServicesCRD 6030675
- Christopher BeckerInvestment adviser representativeRichmond Investment ServicesCRD 6769200
- Joshua BorisInvestment adviser representativeRichmond Investment ServicesCRD 6806044
Mark WierichsInvestment adviser representativeDenali Wealth ManagementCRD 7067826- Evan SalmelaInvestment Adviser RepresentativeThe Kieckhefer GroupCRD 7400402
- Alexander MirsbergerInvestment adviser representativeRichmond Investment ServicesCRD 7622846
Lane ValimontInvestment adviser representativeDenali Wealth ManagementCRD 7691308- Alexander AlbertInvestment adviser representativeRichmond Investment ServicesCRD 7942017
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.