Phd Retirement Consulting

Phd Retirement Consulting (CRD# 304989) is a financial advisory firm headquartered in Overland Park, KS. They manage $394,576,606 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7500 College Blvd., Suite 500, Overland Park, KS 66210
https://www.planhealthdesign.com
By the Numbers
  • Total Assets Under Management
    395
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $10,383,595
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS

Financial Advisors at Phd Retirement Consulting
Showing 1 - 1 of 1 top financial advisors.
1
Troy Redstone, financial advisor Overland Park KS
Troy L. Redstone
CRD#: 4726874
7500 College Blvd., Suite 500, Overland Park, KS 66210

Troy Redstone (CRD# 4726874) is an Investment Advisor Representative working at Phd Retirement Consulting in Overland Park, KS and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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