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 31 - 40 of 112 top financial advisors.
31
Barbara A. Healy
CRD#: 712443
Scottsdale, AZ

Barbara Healy (CRD# 712443) is an Investment Advisor Representative working at Nfp Retirement Inc. in Scottsdale, AZ and has over 41 years of experience in the finance industry. Barbara Healy 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.

32
David P. Heroux
CRD#: 4746171
120 Vantis, Suite 400, Aliso Viejo, CA 92656

David Heroux (CRD# 4746171) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 18 years of experience in the finance industry.

33
Richard L. Holland
CRD#: 1624264
Suwanee, GA

Richard Holland (CRD# 1624264) is an Investment Advisor Representative working at Nfp Retirement Inc. in Suwanee, GA and has over 35 years of experience in the finance industry.

34
Emily H. Hopkins
CRD#: 5569565
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Emily Hopkins (CRD# 5569565) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 13 years of experience in the finance industry.

35
Todd R. Hoppock
CRD#: 2226874
Boise, ID

Todd Hoppock (CRD# 2226874) is an Investment Advisor Representative working at Nfp Retirement Inc. in Boise, ID and has over 29 years of experience in the finance industry.

36
Clifton W. Horner
CRD#: 4873483
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Clifton Horner (CRD# 4873483) 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.

37
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 8 years of experience in the finance industry.

38
Alex B. Kahn
CRD#: 6448176
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Alex Kahn (CRD# 6448176) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 7 years of experience in the finance industry.

39
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 22 years of experience in the finance industry.

40
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 7 years of experience in the finance industry.

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