Action Point Retirement Group LLC

Action Point Retirement Group LLC (CRD# 282058) is a financial advisory firm headquartered in , . They manage $19,500,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Action Point Retirement Group LLC
Showing 1 - 1 of 1 top financial advisors.
Aaron M. Wassenaar
CRD#: 5343896
Wayland, MI

Aaron Wassenaar (CRD# 5343896) is an Investment Advisor Representative working at Action Point Retirement Group LLC in Wayland, MI and has over 10 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.