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 41 - 50 of 112 top financial advisors.
41
Beth D. Krasnow
CRD#: 6306705
28601 Chagrin Blvd., Suite 550, Cleveland, OH 44122

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

42
David A. Krasnow
CRD#: 2293586
120 Vantis, Suite 400, Aliso Viejo, CA 92656

David Krasnow (CRD# 2293586) 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.

43
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 38 years of experience in the finance industry.

44
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 6 years of experience in the finance industry.

45
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 27 years of experience in the finance industry.

46
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 12 years of experience in the finance industry. Vincent Learned 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.

47
Veronica D. Lee
CRD#: 3108984
120 Vantis Suite 400, Aliso Viejo, CA 92656

Veronica Lee (CRD# 3108984) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 23 years of experience in the finance industry.

48
John L. Livingston
CRD#: 2266423
120 Vantis, Suite 400, Aliso Viejo, CA 92656

John Livingston (CRD# 2266423) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 29 years of experience in the finance industry. John Livingston 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.

49
Eric C. Loyd
CRD#: 2378616
1325 Satelite Blvd, Nw, Bldg 1300, Suite 1301, Suwanee, GA 30024

Eric Loyd (CRD# 2378616) is an Investment Advisor Representative working at Nfp Retirement Inc. in Suwanee, GA and has over 26 years of experience in the finance industry. Eric Loyd 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.

50
Jonathan H. Maertz
CRD#: 2551335
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Jonathan Maertz (CRD# 2551335) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 26 years of experience in the finance industry.

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