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).
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Total Assets Under Management75,046MILLION
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Total Number of Accounts5,162ACCOUNTS
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Average Account Value$14,538,219
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.