Investment adviser representative · Richardson Capital Management, LLC
Mark D. Steele
CRD 7076583 · Menomonee Falls, WI
At a glance
Mark D. Steele is an investment adviser representative with Richardson Capital Management, LLC in Menomonee Falls, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mark’s SEC record dates to 2019, about 6 years ago.
Current advisory firm
- Richardson Capital Management, LLCSince December 2019Menomonee Falls, WI · $582M in regulatory assets
SEC adviser record
- Registered since
- 2019 (6 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Mark’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Richardson Capital Management, LLC
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- Nathan D. CorroyMenomonee Falls · Certified Financial Planner
- Jennifer L. KohlsMenomonee Falls
- Michael RichardsonMenomonee Falls
- Scott P. RichardsonNaples · Chartered Financial Consultant
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