Nathan Corroy (CRD# 5443185) is an Investment Advisor Representative working at Richardson Capital Management, LLC in Menomonee Falls, WI and has 1 year of experience in the finance industry. Nathan Corroy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4497282
Stifel, Nicolaus & Company, Incorporated
CRD# 6275204
State Farm Investment Management Corp.
CRD# 6375084
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Richardson Capital Management, LLC | Menomonee Falls, WI | Apr 2014 - Current | 10 |
- WI
-
Total Assets Under Management445MILLIONS
-
Total Number of Accounts222ACCOUNTS
-
Average Account Value$2,006,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, IL, LA, NE, TX, WI
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