Kelley Donovan

Financial Professional and Managing Partner at Richmond Investment Services - Mequon, WI, US

Kelley Donovan's Colleagues at Richmond Investment Services
Michael Jolin

Investment Operations Manager

Contact Michael Jolin

Matthew Richmond

Principal Officer / LPL Financial Advisor

Contact Matthew Richmond

Matthew Richmond

Principal Officer / LPL Financial Advisor

Contact Matthew Richmond

View All Kelley Donovan's Colleagues
Kelley Donovan's Contact Details
HQ
N/A
Location
Dubuque, Iowa, United States
Company
Richmond Investment Services
Kelley Donovan's Company Details
Richmond Investment Services logo, Richmond Investment Services contact details

Richmond Investment Services

Mequon, WI, US • 20 - 49 Employees
Financial Services

Our Advisors are Seasoned, Independent, Professionals who bring Experience and Dedication to their Passion. Independence allows our advisors to be self directed and concentrate their efforts on the aspects of financial services where they are strongest and can be of the greatest help to you, the client. We are team players who can jointly assess your financial issues using the experience of several advisors or resource staff in order to view problems and strategies from multiple angles.Our advisors have a minimum of 10 years in the financial services industry and have a strong passion for family, education, and community as well as professional commitment to their industry. Many of our advisors have advanced qualifications beyond college business including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), CERTIFIED FINANCIAL PLANNER ™ (CFP®), Certified Public Accountant (CPA) and Masters of Business Administration (MBA).

Financial Planning Investment Management College Saving Strategies Insurance Needs Planning Long Term Care Planning Retirement Income Planning Retirement Distribution Strategies
Details about Richmond Investment Services
Frequently Asked Questions about Kelley Donovan
Kelley Donovan currently works for Richmond Investment Services.
Kelley Donovan's role at Richmond Investment Services is Financial Professional and Managing Partner.
Kelley Donovan's email address is ***@richmondis.com. To view Kelley Donovan's full email address, please signup to ConnectPlex.
Kelley Donovan works in the Financial Services industry.
Kelley Donovan's colleagues at Richmond Investment Services are Michael Jolin, Gregg Shaffer, Matthew Richmond, Peter Anderson, Amy Wagner, Kylie Sprecher, Matthew Richmond and others.
Kelley Donovan's phone number is N/A
See more information about Kelley Donovan