Be advised. This firm is no longer registered.

Bolmgren Retireplan, Inc.

Bolmgren Retireplan, Inc. (CRD# 166560) is a financial advisory firm headquartered in Chicago, IL. They manage $35,839,842 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10 S. Riverside Plaza, Suite 875, Chicago, IL 60606
https://www.idecisionplan.net
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $298,665
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Bolmgren Retireplan, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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