Optimum Retirement Planning LLC
Optimum Retirement Planning LLC (CRD# 312732) is a financial advisory firm headquartered in Lake Forest, IL. They manage $17,542,918 in 45 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management18MILLION
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Total Number of Accounts45ACCOUNTS
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Average Account Value$389,843
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, LA, TX
Financial Advisors at Optimum Retirement Planning LLC
1
Lawrence Pershing (CRD# 6207106) is an Investment Advisor Representative working at Optimum Retirement Planning LLC in Lake Forest, IL and has over 7 years of experience in the finance industry.
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