Nfp Retirement Inc.
Nfp Retirement Inc. (CRD# 121254) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $96,454,495,427 in 5,514 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management96,454MILLION
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Total Number of Accounts5,514ACCOUNTS
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Average Account Value$17,492,654
- 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
Nicholas Walker (CRD# 6333008) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 8 years of experience in the finance industry.
Katelyn Whalen (CRD# 5858638) is an Investment Advisor Representative working at Nfp Retirement Inc. in Charlotte, NC and has over 10 years of experience in the finance industry.
Timothy Archard (CRD# 6035492) 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.
Carole Browne (CRD# 1715863) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 9 years of experience in the finance industry.
Daniel Bystrom (CRD# 3241599) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 8 years of experience in the finance industry.
April Camp (CRD# 7637083) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 2 years of experience in the finance industry.
George Chazulle (CRD# 2979661) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 15 years of experience in the finance industry.
Lisa Conte (CRD# 7492176) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 2 years of experience in the finance industry.
Michael Danzansky (CRD# 2410074) is an Investment Advisor Representative working at Nfp Retirement Inc. in Bethesda, MD and has over 30 years of experience in the finance industry.
Joseph Delaney (CRD# 6828854) is an Investment Advisor Representative working at Nfp Retirement Inc. in Plymouth, MN and has over 4 years of experience in the finance industry.