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
Thomas Heuer (CRD# 7139843) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 4 years of experience in the finance industry.
Rizek Housari (CRD# 7364396) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 3 years of experience in the finance industry.
Patrick Ilcin (CRD# 6815821) is an Investment Advisor Representative working at Nfp Retirement Inc. in Cleveland, OH and has over 2 years of experience in the finance industry.
Evan Kassimir (CRD# 6130423) 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.
Daniel Killea (CRD# 7576027) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has 1 year of experience in the finance industry.
Ryan Masteller (CRD# 7576075) is an Investment Advisor Representative working at Nfp Retirement Inc. in Kennebunk, ME and has 1 year of experience in the finance industry.
Kaden McKell (CRD# 7333413) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 3 years of experience in the finance industry.
John McKenna (CRD# 5679787) is an Investment Advisor Representative working at Nfp Retirement Inc. in Midlothian, VA and has over 3 years of experience in the finance industry.
Daniel Murray (CRD# 7255038) is an Investment Advisor Representative working at Nfp Retirement Inc. in Plymouth, MN and has 1 year of experience in the finance industry.
Ethan Nesheim (CRD# 7707670) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has 1 year of experience in the finance industry.