Nfp Retirement

Nfp Retirement (CRD# 121254) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $34,856,708,158 in 736 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    34,857
    MILLION
  • Total Number of Accounts
    736
    ACCOUNTS
  • Average Account Value
    $47,359,658
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, GA, IA, ID, IL, KY, LA, MA, MI, MN, MT, PA, TX, VA

Financial Advisors at Nfp Retirement
Showing 1 - 10 of 62 top financial advisors.
1
Jeffrey S. Elvander
CRD#: 4898447
120 Vantis Suite 400, Aliso Viejo, CA 92656
96
Wealthminder
score

Jeffrey Elvander (CRD# 4898447) is an Investment Advisor Representative working at Nfp Retirement in Aliso Viejo, CA and has over 11 years of experience in the finance industry.

2
Michael E. Falcone
CRD#: 2522680
312 Joseph Drive, West Chester, PA 19380
96
Wealthminder
score

Michael Falcone (CRD# 2522680) is an Investment Advisor Representative working at Nfp Retirement in West Chester, PA and has over 9 years of experience in the finance industry.

3
Richard R. Kruse
CRD#: 1218830
9655 Schmidt Lake Road, Plymouth, MN 55442
96
Wealthminder
score

Richard Kruse (CRD# 1218830) is an Investment Advisor Representative working at Nfp Retirement in Plymouth, MN and has over 32 years of experience in the finance industry.

4
Vincent G. Learned
CRD#: 5749771
120 Vantis, Suite 400, Aliso Viejo, CA 92656
96
Wealthminder
score

Vincent Learned (CRD# 5749771) is an Investment Advisor Representative working at Nfp Retirement in Aliso Viejo, CA and has over 6 years of experience in the finance industry. Vincent Learned has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
John L. Livingston
CRD#: 2266423
120 Vantis, Suite 400, Aliso Viejo, CA 92656
96
Wealthminder
score

John Livingston (CRD# 2266423) is an Investment Advisor Representative working at Nfp Retirement in Aliso Viejo, CA and has over 24 years of experience in the finance industry. John Livingston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jeremy A. Pomer
CRD#: 5708761
1731 Technology Drive, Suite 250, San Jose, CA 95110
96
Wealthminder
score

Jeremy Pomer (CRD# 5708761) is an Investment Advisor Representative working at Nfp Retirement in San Jose, CA and has over 7 years of experience in the finance industry. Jeremy Pomer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Brian A. Roberts
CRD#: 1652043
120 Vantis, Suite 400, Aliso Viejo, CA 92656
96
Wealthminder
score

Brian Roberts (CRD# 1652043) is an Investment Advisor Representative working at Nfp Retirement in Aliso Viejo, CA and has over 29 years of experience in the finance industry.

8
Solomon J. Stewart
CRD#: 5823172
120 Vantis, Suite 400, Aliso Viejo, CA 92656
96
Wealthminder
score

Solomon Stewart (CRD# 5823172) is an Investment Advisor Representative working at Nfp Retirement in Aliso Viejo, CA and has over 6 years of experience in the finance industry.

9
Pamela J. Watson
CRD#: 2148784
120 Vantis, Suite 400, Aliso Viejo, CA 92656
96
Wealthminder
score

Pamela Watson (CRD# 2148784) is an Investment Advisor Representative working at Nfp Retirement in Aliso Viejo, CA and has over 6 years of experience in the finance industry.

10
William P. Barnes
CRD#: 3023699
120 Vantis, Suite 400, Aliso Viejo, CA 92656
93
Wealthminder
score

William Barnes (CRD# 3023699) is an Investment Advisor Representative working at Nfp Retirement in Aliso Viejo, CA and has over 18 years of experience in the finance industry.

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