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Network origin in Christopher Rich first degree
Entity | Entity type | Industry | |
---|---|---|---|
RMR Wealth Advisors LLC
![]() RMR Wealth Advisors LLC Investment ManagersFinance RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Christopher Rich via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
St. Olaf College | College/University | Undergraduate Degree | |
Financial Planning Services, Inc.
![]() Financial Planning Services, Inc. Investment ManagersFinance Financial Planning Services, Inc. provides investment advice. The firm provides personalized/confidential financial planning and investment management services. It clients include individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. The company was founded by Holly K. Nicholson in 1989 and is headquartered in Raleigh, NC. | Investment Managers | Corporate Officer/Principal | |
University of Wisconsin | College/University | Undergraduate Degree |
Statistics
International
United States | 4 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Operational
Undergraduate Degree | 2 |
Chief Executive Officer | 1 |
Founder | 1 |
Corporate Officer/Principal | 1 |
Portfolio Manager-Equities | 1 |
Most connected contacts
Insiders | |
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Erik Mikkelson | 3 |
Donald Rublee Brown | 2 |
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