Nfp Retirement Inc.

Nfp Retirement Inc. (CRD# 121254) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $96,454,495,427 in 5,514 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    96,454
    MILLION
  • Total Number of Accounts
    5,514
    ACCOUNTS
  • Average Account Value
    $17,492,654
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
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Nfp Retirement Inc.
Showing 21 - 30 of 98 top financial advisors.
21
Zachary H. Hull
CRD#: 5982467
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Zachary Hull (CRD# 5982467) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 11 years of experience in the finance industry.

22
Kameron A. Jones
CRD#: 6258763
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Kameron Jones (CRD# 6258763) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 10 years of experience in the finance industry.

23
Daniel J. Kallus
CRD#: 2424974
Houston, TX

Daniel Kallus (CRD# 2424974) is an Investment Advisor Representative working at Nfp Retirement Inc. in Houston, TX and has over 24 years of experience in the finance industry.

24
Geoffrey V. Keeling
CRD#: 2644071
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Geoffrey Keeling (CRD# 2644071) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 9 years of experience in the finance industry.

25
Beth D. Krasnow
CRD#: 6306705
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Beth Krasnow (CRD# 6306705) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has 1 year of experience in the finance industry.

26
David A. Krasnow
CRD#: 2293586
28601 Chagrin Blvd., Suite 550, Cleveland, OH 44122

David Krasnow (CRD# 2293586) is an Investment Advisor Representative working at Nfp Retirement Inc. in Cleveland, OH and has over 26 years of experience in the finance industry.

27
Richard R. Kruse
CRD#: 1218830
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Richard Kruse (CRD# 1218830) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 40 years of experience in the finance industry.

28
Christopher D. Langstaff
CRD#: 6482905
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Christopher Langstaff (CRD# 6482905) 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.

29
Bradley L. Larsen
CRD#: 1818990
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Bradley Larsen (CRD# 1818990) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 28 years of experience in the finance industry.

30
Vincent G. Learned
CRD#: 5749771
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Vincent Learned (CRD# 5749771) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 14 years of experience in the finance industry.

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