The Retirement Planning Center
The Retirement Planning Center (CRD# 296894) is a financial advisory firm headquartered in , . They manage $2,805,096 in 41 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
The Retirement Planning Center
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$68,417
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA, MN
Financial Advisors at The Retirement Planning Center
1
Stephen Connolly (CRD# 1171269) is an Investment Advisor Representative working at The Retirement Planning Center in Bovey, MN and has over 40 years of experience in the finance industry.
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