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 41 - 50 of 98 top financial advisors.
41
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 12 years of experience in the finance industry.

42
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 23 years of experience in the finance industry.

43
Alissa J. Purko
CRD#: 6205645
10 Terrace Court, Suite 103, Madison, WI 53718

Alissa Purko (CRD# 6205645) is an Investment Advisor Representative working at Nfp Retirement Inc. in Madison, WI and has over 5 years of experience in the finance industry.

44
Geoffrey C. Reeves
CRD#: 4102800
489 W. South Jordan Pkwy, Suite 310, South Jordan, UT 84095

Geoffrey Reeves (CRD# 4102800) is an Investment Advisor Representative working at Nfp Retirement Inc. in South Jordan, UT and has over 24 years of experience in the finance industry.

45
John K. Richards
CRD#: 5451385
10 Terrace Court, Suite 103, Madison, WI 53718

John Richards (CRD# 5451385) is an Investment Advisor Representative working at Nfp Retirement Inc. in Madison, WI and has over 16 years of experience in the finance industry.

46
John D. Roegner
CRD#: 4704719
500 W. Madison, Suite 2700, Chicago, IL 60661

John Roegner (CRD# 4704719) is an Investment Advisor Representative working at Nfp Retirement Inc. in Chicago, IL and has over 19 years of experience in the finance industry.

47
Peter J. Rowley
CRD#: 4679333
2600 Kelly Road, Suite 130, Warrington, PA 18976

Peter Rowley (CRD# 4679333) is an Investment Advisor Representative working at Nfp Retirement Inc. in Warrington, PA and has over 9 years of experience in the finance industry.

48
Peter J. Schmitz
CRD#: 4860514
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Peter Schmitz (CRD# 4860514) 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.

49
Jason M. Schmudlach
CRD#: 6002810
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Jason Schmudlach (CRD# 6002810) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 11 years of experience in the finance industry.

50
Stuart H. Scholten
CRD#: 6258776
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Stuart Scholten (CRD# 6258776) 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.

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