Retirement Extender (r)

Retirement Extender (r) (CRD# 166480) is a financial advisory firm headquartered in Albuquerque, NM. They manage $11,178,871 in 97 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $115,246
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
  • Selection of other advisers (including private fund managers)
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.

NM, TX

Financial Advisors at Retirement Extender (r)
Showing 1 - 2 of 2 top financial advisors.
1
Ross Nettles
CRD#: 6603743
7301 Jefferson Street Ne, Suite D, Albuquerque, NM 87109
87
Wealthminder
score

Ross Nettles (CRD# 6603743) is an Investment Advisor Representative working at Retirement Extender (r) in Albuquerque, NM and has 1 year of experience in the finance industry.

2
Steven P. Margulin
CRD#: 2373728
7301 Jefferson Street Ne, Suite D, Albuquerque, NM 87109
61
Wealthminder
score

Steven Margulin (CRD# 2373728) is an Investment Advisor Representative working at Retirement Extender (r) in Albuquerque, NM and has over 23 years of experience in the finance industry. Steven Margulin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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