Brittany L Loeffelholz
Investment adviser representative at Richmond Investment Services LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$453.2MFirm assets
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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.
- Richmond Investment Services LLCJul 2025 to now
- Goldfinch Wealth ManagementJul 2025 to now
- LPL Financial LLCJul 2025 to now
- Dubuque Bank & TrustMay 2018 to Jul 2025
- The First Community Bank of Galena of Apple River State BankMar 2017 to Apr 2018
- Global Portfolio Strategies, Inc.Apr 2010 to Mar 2017
- Prudential Investment Management Services LLCJun 2008 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2010
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
- 5617784
- Firm CRD
- 327451