LPL Financial
42yrs
Top advisor by experience in Menomonee Falls
28yrs
Daniel Brown
Full name on record: Daniel Patrick Brown
Financial advisor at Richardson Capital Management
Daniel Brown has worked in the financial industry for 28 years and is a financial advisor based in Menomonee Falls, Wisconsin. After three years at Annex Wealth Management and a year at BMO Asset Management, Daniel joined Richardson Capital Management in 2025, a firm offering financial planning and investment management. Daniel holds the CFA designation.
At a glance
Experience28 years (since 1999)
How that compares ?Top 21% by experience in Wisconsin
OfficeW134 N8688 Executive Parkway, Menomonee Falls, WI 53051
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.23 million
Advisors at the firm7
States licensed ?1 state
Services through Richardson Capital Management
Financial planningInvestment management for individuals and small businessesOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Jan 2025 – nowRichardson Capital Management, LLCCurrent firm
- 2014 – 2017Annex Wealth Management, LLCPreviously
- Jun 2012 – May 2013BMO Asset Management Corp.Previously
- 1999 – 2012M&i Investment Management Corp.Previously
Contact Daniel
(262) 255-4100Richardson Capital Management main office W134 N8688 Executive ParkwayMenomonee Falls, WI 53051Office · Get directions Firm websiterichardson-financial.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Richardson Capital Management at (262) 255-4100 and ask for Daniel Brown. Daniel works from the Menomonee Falls, WI office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1999, about 28 years. Top 21% by experience in Wisconsin.
What licenses does Daniel hold?
No exams are listed on the official record.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Richardson Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Dempsey Capital Management
34yrs
Top 6% by experience in Menomonee Falls
Richardson Capital Management
34yrs
Top advisor by experience at Richardson Capital Management
Morgan Dempsey Capital Management
33yrs
Top 11% by experience in Menomonee Falls
Strategic Advisers
31yrs
Top 2% by experience at Strategic Advisers
LPL Financial
31yrs
Top 15% by experience in Wisconsin