LPL Financial
42yrs
Top advisor by experience in Menomonee Falls
7yrs
Based in Menomonee Falls, Wisconsin, Mark Steele is a fiduciary financial advisor with 7 years of industry experience. Mark has been with Richardson Capital Management since 2019. Richardson Capital Management offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 36 advisors with offices in Menomonee Falls, and one of 34 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowRichardson Capital Management, LLCCurrent firm
Questions to ask Mark
Tailored to Mark’s registration and firm.
- 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
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About Mark
How do I contact Mark?
Call Richardson Capital Management at (262) 255-4100 and ask for Mark Steele. Mark works from the Menomonee Falls, WI office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Mark hold?
Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Richardson Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark 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.
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