Richmond Investment Services LLC

Courtney Krogstad is a CFP® professional with 13 years of industry experience, currently with Richmond Investment Services LLC. Prior to joining Richmond in 2024, Courtney worked at LPL Financial, Robert W. Baird & Co., Inc., and Northwestern Mutual. Outside of advisory work, Courtney is also a notary. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, wrap-fee portfolio management, and retirement plan consulting. The firm uses a combination of LPL-sponsored model and managed programs to create tailored portfolios, managing most client relationships on a discretionary basis.

Matthew Richmond is a financial advisor with Richmond Investment Services LLC, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been affiliated with Richmond Investment Services and LPL Financial since 2007. Outside of his advisory role, he is a licensed notary public. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs tailored portfolios using a combination of LPL-sponsored model programs and a mix of mutual funds, ETFs, equities, fixed income, and options, with most client relationships managed on a discretionary basis.

Mark Konrardy is a financial advisor with Richmond Investment Services LLC in Dubuque, IA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His career includes roles at Prudential, CUNA Mutual Group, and LPL Financial. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm primarily manages client relationships on a discretionary basis, using tailored portfolios that incorporate a mix of LPL-sponsored models and various investment vehicles aligned with client objectives.

Alexander Albert is a financial advisor at Richmond Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has worked with Richmond Investment Services and LPL Financial D.B.A. Richmond Investment Services since 2024. Prior to his advisory roles, he was employed at Annex Wealth Management and has experience outside the financial industry, including working at a pizzeria. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a blend of LPL-sponsored model and managed programs and manages most client relationships on a discretionary basis, tailoring portfolios to client goals and risk tolerance.

Gregg Shaffer is a financial advisor with Richmond Investment Services LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, and Citigroup Global Markets. Richmond Investment Services provides discretionary investment management, financial planning, and retirement plan consulting to individual investors, trusts, estates, corporations, and retirement plans. The firm employs tailored portfolios using a combination of LPL-sponsored model and managed programs, managing most client relationships on a discretionary basis.

Peggy Boris is a financial advisor with Richmond Investment Services LLC, holding a Series 66 designation and 20 years of industry experience. She has worked with LPL Financial since 2010 and joined Richmond Investment Services LLC in 2024. In addition to her advisory role, she offers non-variable insurance products through Highland Capital Brokerage and Northern States Brokerage. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored portfolios implemented through a mix of LPL-sponsored model and managed programs, managing most client relationships on a discretionary basis.

William Gray is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Richmond Investment Services LLC and has previously worked at LPL Financial LLC for over a decade. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored portfolios through a combination of LPL-sponsored model and managed programs and manages most client relationships on a discretionary basis.

Christopher Becker is a CFP® with eight years of industry experience, currently serving as an advisor at Richmond Investment Services LLC. His prior experience includes roles at LPL Financial LLC, Woita and Associates, and Northwestern Mutual. Becker is also a notary and operates Retire With Style, LLC, a separate business entity. Richmond Investment Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and retirement plans. The firm employs tailored portfolios using a mix of LPL-sponsored model and managed programs and manages most client relationships on a discretionary basis.

Brittany Loeffelholz is a CFP®-certified financial advisor with 15 years of industry experience. She is currently affiliated with Richmond Investment Services LLC in Dubuque, IA, and has previously worked at Dubuque Bank & Trust, Global Portfolio Strategies, and Prudential Investment Management Services. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored portfolios using a combination of LPL-sponsored model and managed programs and manages most client relationships on a discretionary basis.

Kelley Donovan is a financial advisor with Richmond Investment Services LLC, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining Richmond Investment Services LLC, Donovan has worked with firms including LPL Financial, Global Retirement Partners, and ISG Advisors. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a combination of LPL-sponsored model and managed programs to create tailored portfolios aligned with client objectives, managing most relationships on a discretionary basis.

Joshua Boris is a CFP® professional with seven years of experience in the financial services industry. He currently serves as an advisor at Richmond Investment Services LLC and has prior experience with Allianz Life Financial Services and AXA Equitable. Richmond Investment Services provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and retirement plans. The firm employs tailored portfolios using a combination of LPL-sponsored model and managed programs and manages most client relationships on a discretionary basis.

Marcus Mrugala is a financial advisor with Richmond Investment Services LLC, holding a Series 63 designation and bringing 20 years of industry experience. He has previously worked at Edward Jones from 2005 to 2017 and LPL Financial from 2017 to the present. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a combination of LPL-sponsored model and managed programs to create tailored portfolios, managing most client relationships on a discretionary basis.