Mark Benjamin Konrardy
Investment adviser representative at Richmond Investment Services LLC
18 yearsExperience
1 stateRegistered in
$453.2MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- LPL Financial LLCMay 2022 to now
- Richmond Investment Services LLCAug 2015 to now
- Db&t Investment ServicesJan 2024 to Jul 2025
- Cuna Brokerage Services, IncDec 2021 to Jan 2024
- Cuna Mutual GroupDec 2021 to Jan 2024
- Trustage Wealth ManagementDec 2021 to Dec 2023
- Empower RetirementMar 2021 to Nov 2021
- UnemployedApr 2020 to Mar 2021
- Prudential Customer Solutions LLCMay 2019 to Apr 2020
- Prudential Investment Management Services LLCApr 2008 to Apr 2020
- The Prudential Company of AmericaMar 2008 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (IA).
Richmond Investment Services LLC
$453.2MAssets managed
890Clients
14Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4324887
- Firm CRD
- 327451