Jodi Baumann

Jodi is the Director of Investment Client Service at Richardson. In that role, she coordinates operational functions for client accounts, which includes new account set up, account transfers, daily account activity review, check requests and cash balance maintenance. She personally assists our clients with completing paperwork and answering any service related questions.

Jodi has over 20 years of experience in the financial services and insurance industry. Jodi worked at Northwestern Mutual and Strong Funds prior to joining Richardson in 2016. Jodi earned her license as a Life & Health Insurance agent in the State of Wisconsin.

Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Advisory services offered through Richardson Capital Management, LLC an SEC registered investment advisor.

Valmark Securities, Inc. and Richardson Capital Management, LLC are not affiliated companies.

Please review the Customer Relationship Summary (Form CRS) which is a disclosure document that describes the services, fees, costs, and conflicts of interest associated with opening accounts and working with a member of our team as a registered representative of Valmark Securities, Inc., or as an Investment Advisor Representative of Valmark Advisers, Inc.

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