Richardson Capital Management, LLC

Nathan Corroy is a CFP® professional with 11 years of industry experience, currently serving at Richardson Capital Management, LLC since 2014. He is based in Menomonee Falls, WI, and is part of a seven-advisor team. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations, including high-net-worth clients, by providing wealth management, family office services, investment portfolio analysis, and retirement plan consulting. The firm manages over $500 million in client assets and employs a fundamental analysis approach with a range of investment strategies across equities, fixed income, mutual funds, and ETFs.

Jennifer Kohls is a financial advisor at Richardson Capital Management, LLC with five years at the firm and a total of seven years in the industry. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at DB Tax and Wealth, UW Parkside, Milwaukee Area Technical College, and work as an independent contractor. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations, including high-net-worth clients, offering wealth management, family office services, investment portfolio analysis, and retirement plan consulting. The firm employs fundamental analysis with both discretionary and non-discretionary investment management and manages over $500 million in client assets.

Daniel Brown is a CFA® charterholder with 26 years of experience in the financial industry. He has been with Richardson Capital Management since 2017 and previously worked at Annex Wealth Management LLC from 2013 to 2017. He is based in Menomonee Falls, WI, and is part of a seven-advisor team. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations, including high-net-worth clients, offering wealth management, family office services, investment portfolio analysis, and retirement plan consulting. The firm employs fundamental analysis across various asset classes and provides both discretionary and non-discretionary investment management, managing over $500 million in client assets.

Bryan Becker is a financial advisor at Richardson Capital Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Richardson Financial Group since 2019. Prior to that, he was employed at Landaas & Company from 2014 to 2018. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations, including high-net-worth clients. The firm provides wealth management, family office services, investment portfolio analysis, and retirement plan consulting, managing over $500 million in client assets through a combination of fundamental analysis and a range of investment strategies.

Michael Richardson is a financial advisor at Richardson Capital Management, LLC in Menomonee Falls, WI, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Richardson Capital Management since 2007. He is also the president and owner of Richardson Financial Group, an insurance sales business established in 1969. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations, including high-net-worth clients, offering wealth management, family office services, and retirement plan consulting. The firm employs fundamental analysis in managing portfolios across various asset classes and provides integrated family office services for clients with complex financial needs.

Mark Steele is a financial advisor with Richardson Capital Management, LLC, holding a Series 65 credential and six years of industry experience. He has worked at Richardson Financial Group since 2018 and previously spent 25 years at Ver Halen, Inc. Outside of his advisory role, Steele owns MDS Solutions, LLC, a business focused on the sale of Medicare insurance. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations, including high-net-worth clients, by providing wealth management, family office services, investment portfolio analysis, and retirement plan consulting. The firm employs fundamental analysis to manage a diverse range of investments and offers integrated family office services tailored to clients with complex financial needs.

Scott Richardson is a financial advisor at Richardson Capital Management, LLC with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role, he has worked at Richardson Financial Group, Inc. since 1999, where he also serves as President, focusing on life, disability, and long-term care insurance analysis and recommendations. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations, including high-net-worth clients. The firm offers wealth management, family office services, investment portfolio analysis, and retirement plan consulting, managing over $500 million in client assets with a focus on fundamental analysis and both discretionary and non-discretionary investment management.