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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

LPL Financial Form CRS | ADV Part 2A | Privacy Notice | RichmondIS CRS | Wrap Fee Brochure

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Richmond Investment Services, LLC, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Richmond Investment Services, LLC is a registered investment adviser located in Mequon, WI. Richmond Investment Services may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Richmond Investment Services’ website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Richmond Investment Services’ website on the Internet should not be construed by any consumer and/or prospective client as Richmond Investment Services’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Richmond Investment Services with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Richmond Investment Services, please contact the state securities regulators for those states in which Richmond Investment Services maintains a registration filing. A copy of Richmond Investment Services’ current written disclosure statement discussing business operations, services, and fees is available at the SEC’s investment adviser public information website –www.adviserinfo.sec.gov or from Richmond Investment Services’ written request. Richmond Investment Services does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Richmond Investment Services’ website or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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