Retire Secure Financial Planning, LLC

Retire Secure Financial Planning, LLC (CRD# 293544) is a financial advisory firm headquartered in , . They manage $4,090,229 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/nancytani
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $371,839
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Retire Secure Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nancy Tani, financial advisor Evanston IL
Nancy L. Tani
CRD#: 1327010
Evanston, IL

Nancy Tani (CRD# 1327010) is an Investment Advisor Representative working at Retire Secure Financial Planning, LLC in Evanston, IL and has 1 year 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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