Nfp Retirement Inc.

Nfp Retirement Inc. (CRD# 121254) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $78,717,910,074 in 3,797 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    78,718
    MILLION
  • Total Number of Accounts
    3,797
    ACCOUNTS
  • Average Account Value
    $20,731,607
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WI, WY

Financial Advisors at Nfp Retirement Inc.
Showing 11 - 20 of 112 top financial advisors.
11
Nicholas D. Dellavedova
CRD#: 2884873
120 Vantis Suite 400, Aliso Viejo, CA 92656

Nicholas Dellavedova (CRD# 2884873) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 25 years of experience in the finance industry.

12
Damian J. Dufour
CRD#: 5372514
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Damian Dufour (CRD# 5372514) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 15 years of experience in the finance industry.

13
Marcel J. Dupre
CRD#: 2794551
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Marcel Dupre (CRD# 2794551) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 25 years of experience in the finance industry.

14
Jeffrey S. Elvander
CRD#: 4898447
120 Vantis Suite 400, Aliso Viejo, CA 92656

Jeffrey Elvander (CRD# 4898447) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 17 years of experience in the finance industry.

15
Lloyd J. Engleman
CRD#: 4168322
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Lloyd Engleman (CRD# 4168322) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 22 years of experience in the finance industry.

16
Jessica B. Espinoza
CRD#: 5103478
6500 Rock Spring Drive, Suite 410, Beshesda, MD 20817

Jessica Espinoza (CRD# 5103478) is an Investment Advisor Representative working at Nfp Retirement Inc. in Beshesda, MD and has 1 year of experience in the finance industry.

17
Steven L. Festler
CRD#: 5677731
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Steven Festler (CRD# 5677731) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 8 years of experience in the finance industry.

18
Michael V. Filachek
CRD#: 6012198
2600 Kelly Road, Suite 300, Warrington, PA 18976

Michael Filachek (CRD# 6012198) is an Investment Advisor Representative working at Nfp Retirement Inc. in Warrington, PA and has over 10 years of experience in the finance industry.

19
Allison Flink
CRD#: 4341987
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Allison Flink (CRD# 4341987) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 19 years of experience in the finance industry.

20
Kellen M. Foley
CRD#: 6258754
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Kellen Foley (CRD# 6258754) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 8 years of experience in the finance industry.

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