Retirement Consulting Services, Inc.

Retirement Consulting Services, Inc. (CRD# 114549) is a financial advisory firm headquartered in Addison, TX. They manage $87,882,151 in 452 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Retirement Consulting Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
Martin Katrein
CRD#: 1016546
16475 Dallas Parkway, Suite 615, Addison, TX 75001

Martin Katrein (CRD# 1016546) is an Investment Advisor Representative working at Retirement Consulting Services, Inc. in Addison, TX and has over 34 years of experience in the finance industry.

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