Retire Sensibly LLC

Retire Sensibly LLC (CRD# 292828) is a financial advisory firm headquartered in Meridian, ID. They manage $24,888,455 in 264 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
135 E. Calderwood Dr., Suite 120, Office #6, Meridian, ID 83642
https://www.linkedin.com/in/nampafinancialplanner/
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $94,274
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID

Financial Advisors at Retire Sensibly LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ronald Strobel, financial advisor Meridian ID
Ronald D. Strobel
CRD#: 6261769
135 E. Calderwood Dr., Suite 120, Office #6, Meridian, ID 83642

Ronald Strobel (CRD# 6261769) is an Investment Advisor Representative working at Retire Sensibly LLC in Meridian, ID and has over 10 years of experience in the finance industry.

2
Lauren Strobel, financial advisor Meridian ID
Lauren R. Strobel
CRD#: 7843642
135 E. Calderwood Dr., Suite 120, Office #6, Meridian, ID 83642

Lauren Strobel (CRD# 7843642) is an Investment Advisor Representative working at Retire Sensibly LLC in Meridian, ID 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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