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).
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Total Assets Under Management75,046MILLION
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Total Number of Accounts5,162ACCOUNTS
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Average Account Value$14,538,219
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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
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.
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.
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.
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.
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.
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.
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.
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.