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 31 - 40 of 98 top financial advisors.
31
John L. Livingston
CRD#: 2266423
120 Vantis, Suite 400, Aliso Viejo, CA 92656

John Livingston (CRD# 2266423) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 31 years of experience in the finance industry.

32
Eric C. Loyd
CRD#: 2378616
1325 Satellite Blvd, Nw, Bldg 1300, Suite 1301, Suwanee, GA 30024

Eric Loyd (CRD# 2378616) is an Investment Advisor Representative working at Nfp Retirement Inc. in Suwanee, GA and has over 28 years of experience in the finance industry.

33
Jonathan H. Maertz
CRD#: 2551335
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Jonathan Maertz (CRD# 2551335) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 28 years of experience in the finance industry.

34
Eileen P. Mahoney
CRD#: 1991963
Little Silver, NJ

Eileen Mahoney (CRD# 1991963) is an Investment Advisor Representative working at Nfp Retirement Inc. in Little Silver, NJ and has over 31 years of experience in the finance industry.

35
Lily A. Matias
CRD#: 2611212
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Lily Matias (CRD# 2611212) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 28 years of experience in the finance industry.

36
Marc V. McDowell
CRD#: 2747589
10 Terrace Court, Suite 103, Madison, WI 53718

Marc McDowell (CRD# 2747589) is an Investment Advisor Representative working at Nfp Retirement Inc. in Madison, WI and has over 27 years of experience in the finance industry.

37
Michael T. McGuire
CRD#: 1767218
120 Vantis Suite 400, Aliso Viejo, CA 92656

Michael McGuire (CRD# 1767218) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 25 years of experience in the finance industry.

38
Elizabeth A. Mikkelson
CRD#: 2777990
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Elizabeth Mikkelson (CRD# 2777990) 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.

39
Faron S. Miller
CRD#: 4078974
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Faron Miller (CRD# 4078974) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 24 years of experience in the finance industry.

40
John R. Nelson
CRD#: 2584314
120 Vantis, Suite 400, Aliso Viejo, CA 92656

John Nelson (CRD# 2584314) 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.

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