John Arena, financial advisor Chicago IL
93 score

John Arena

CRD Number: 4484875
Current Firm: Retirement Plan Advisors, LLC

John Arena (CRD# 4484875) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Plan Advisors Chicago, IL Jun 2003 - Current 13
Cambridge Investment Research, Inc. Fairfield, IA Mar 2002 - Current 14
Bulthuis Realty Consultant Woodridge, IL Mar 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S65 NASAA Investment Advisors Law Examination Jun 2003
Contact Info for John J. Arena
Phone Number: 312-701-1100
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,563
    MILLIONS
  • Total Number of Accounts
    8,732
    ACCOUNTS
  • Average Account Value
    $179,004
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CO, CT, FL, GA, IL, IN, KS, LA, MA, MI, MN, MO, NE, NH, NJ, NY, OH, OK, PA, TN, TX, VT, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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