Retirement Plan Advisors, LLC
Retirement Plan Advisors, LLC (CRD# 122758) is a financial advisory firm headquartered in Chicago, IL. They manage $1,563,063,287 in 8,732 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management1,563MILLION
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Total Number of Accounts8,732ACCOUNTS
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Average Account Value$179,004
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CO, CT, FL, GA, IL, IN, KS, LA, MA, MI, MN, MO, NE, NH, NJ, NY, OH, OK, PA, TN, TX, VT, WI
Scott Burbank (CRD# 1834680) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has over 28 years of experience in the finance industry.
Mark Delfs (CRD# 1675789) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has over 24 years of experience in the finance industry.
Matthew Martin (CRD# 3240812) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Northville, MI and has over 17 years of experience in the finance industry. Matthew Martin 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.
Mark Mitchell (CRD# 1472371) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in South Lyon, MI and has over 31 years of experience in the finance industry. Mark Mitchell 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.
John Arena (CRD# 4484875) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Jeanne Badeaux-Carnline (CRD# 1443982) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has over 27 years of experience in the finance industry.
Jamilah Brown (CRD# 2227357) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has over 22 years of experience in the finance industry.
Frederick Bryant (CRD# 4999872) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has over 11 years of experience in the finance industry.
Jeffrey Casto (CRD# 3096148) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Mokena, IL and has over 18 years of experience in the finance industry.
Dan Davis (CRD# 1421989) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has over 25 years of experience in the finance industry.