Bolmgren Retireplan, Inc.

Bolmgren Retireplan, Inc. (CRD# 166560) is a financial advisory firm headquartered in Chicago, IL. They manage $27,469,521 in 52 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $528,260
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

AR, IL, WI

Financial Advisors at Bolmgren Retireplan, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Justin K. Bolmgren
CRD#: 4673059
10 S. Riverside Plaza, Suite 875, Chicago, IL 60606
96
Wealthminder
score

Justin Bolmgren (CRD# 4673059) is an Investment Advisor Representative working at Bolmgren Retireplan, Inc. in Chicago, IL and has over 12 years of experience in the finance industry. Justin Bolmgren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard T. Topps
CRD#: 3228409
10 S. Riverside Plaza, Suite 875, Chicago, IL 60606
93
Wealthminder
score

Richard Topps (CRD# 3228409) is an Investment Advisor Representative working at Bolmgren Retireplan, Inc. in Chicago, IL and has over 17 years of experience in the finance industry.

3
James M. Tuohey
CRD#: 1828227
10 S. Riverside Plaza, Suite 875, Chicago, IL 60606
73
Wealthminder
score

James Tuohey (CRD# 1828227) is an Investment Advisor Representative working at Bolmgren Retireplan, Inc. in Chicago, IL and has over 9 years of experience in the finance industry.

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