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 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Optimum Retirement Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lawrence S. Pershing
CRD#: 6207106
100 S. Saunders Road, Suite 150, Lake Forest, IL 60045

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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