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 34 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, NM, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WI, WY

Financial Advisors at Nfp Retirement Inc.
Showing 51 - 60 of 109 top financial advisors.
51
Michael T. McGuire
CRD#: 1767218
120 Vantis Suite 400, Aliso Viejo, CA 92656

Michael McGuire (CRD# 1767218) 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.

52
Elizabeth A. Mikkelson
CRD#: 2777990
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Elizabeth Mikkelson (CRD# 2777990) 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.

53
Jackson K. Miller
CRD#: 6003639
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Jackson Miller (CRD# 6003639) 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.

54
Mark S. Miller
CRD#: 1900873
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Mark Miller (CRD# 1900873) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 33 years of experience in the finance industry. Mark Miller 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.

55
John R. Nelson
CRD#: 2584314
120 Vantis, Suite 400, Aliso Viejo, CA 92656

John Nelson (CRD# 2584314) 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.

56
Scott B. Nelson
CRD#: 4173996
10 Terrace Court, Suite 103, Madison, WI 53718

Scott Nelson (CRD# 4173996) is an Investment Advisor Representative working at Nfp Retirement Inc. in Madison, WI and has over 19 years of experience in the finance industry.

57
Michael T. Nesheim
CRD#: 6436580
15455 San Fernando Mission Blvd., Suite 407, Mission Hills, CA 91345

Michael Nesheim (CRD# 6436580) is an Investment Advisor Representative working at Nfp Retirement Inc. in Mission Hills, CA and has over 7 years of experience in the finance industry.

58
Kyle L. Olson
CRD#: 5946765
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Kyle Olson (CRD# 5946765) 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.

59
Frederick J. Pieracci
CRD#: 725725
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Frederick Pieracci (CRD# 725725) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 24 years of experience in the finance industry.

60
Steven L. Prom
CRD#: 4260709
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Steven Prom (CRD# 4260709) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 21 years of experience in the finance industry.

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