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Nathan Daniel Corroy

Richardson Capital Management, LLC

Menomonee Falls, WI

CRD 5443185

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Employer firm

Richardson Capital Management, LLC CRD 130985

$582M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • ANALYSIS OF EXISTING PORTFOLIOS AND ADVICE

From the firm’s Form ADV. Read the guides:

Current Employers
Richardson Capital Management, Llc

W134 N8688 Executive Parkway, Menomonee Falls, WI 53051 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2015-02-18
  • WI RA
    APPROVED
    Since 2015-02-18

Branch Locations

W134 N8688 Executive Parkway, Menomonee Falls, WI 53051 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Richardson Capital Management, Llc Menomonee Falls WI 04/2014 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

VALMARK ADVISERS, INC. · Menomonee Falls, WI
PRINCIPAL SECURITIES, INC. · MENOMONEE FALLS, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MILWAUKEE, WI

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