Nfp Retirement Inc.

Nfp Retirement Inc. (CRD# 121254) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $75,046,288,911 in 5,162 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    75,046
    MILLION
  • Total Number of Accounts
    5,162
    ACCOUNTS
  • Average Account Value
    $14,538,219
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 91 - 98 of 98 top financial advisors.
91
Megan E. Nielsen
CRD#: 5160764
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Megan Nielsen (CRD# 5160764) 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.

92
David Ozga
CRD#: 5852718
29 South Main Street, Suite 300, West Hartford, CT 06107

David Ozga (CRD# 5852718) is an Investment Advisor Representative working at Nfp Retirement Inc. in West Hartford, CT and has over 11 years of experience in the finance industry.

93
Brielle R. Parkinson
CRD#: 7565573
489 S. Jordan Pkwy, Suite 310, South Jordan, UT 84095

Brielle Parkinson (CRD# 7565573) is an Investment Advisor Representative working at Nfp Retirement Inc. in South Jordan, UT and has 1 year of experience in the finance industry.

94
Scott T. Sledjeski
CRD#: 7575970
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Scott Sledjeski (CRD# 7575970) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has 1 year of experience in the finance industry.

95
Vardell J. Smith
CRD#: 7334085
6500 Rock Spring Drive, Suite 410, Bethesta, MD 20817

Vardell Smith (CRD# 7334085) is an Investment Advisor Representative working at Nfp Retirement Inc. in Bethesta, MD and has 1 year of experience in the finance industry.

96
William Street
CRD#: 7411171
489 S. Jordan Pkwy, Suite 310, South Jordan, UT 84095

William Street (CRD# 7411171) is an Investment Advisor Representative working at Nfp Retirement Inc. in South Jordan, UT and has over 2 years of experience in the finance industry.

97
Paul M. Weinberg
CRD#: 5866567
6500 Rock Spring Drive, # 500, Bethesda, MD 20817

Paul Weinberg (CRD# 5866567) is an Investment Advisor Representative working at Nfp Retirement Inc. in Bethesda, MD and has 1 year of experience in the finance industry.

98
Durene L. Wilhelmi
CRD#: 7391593
1405 Wesley Drive, Suite 32, Salisbury, MD 21801

Durene Wilhelmi (CRD# 7391593) is an Investment Advisor Representative working at Nfp Retirement Inc. in Salisbury, MD and has over 2 years of experience in the finance industry.

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