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).

By the Numbers
  • Total Assets Under Management
    1,563
    MILLION
  • Total Number of Accounts
    8,732
    ACCOUNTS
  • Average Account Value
    $179,004
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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.

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

Financial Advisors at Retirement Plan Advisors, LLC
Showing 1 - 10 of 36 top financial advisors.
1
Scott R. Burbank
CRD#: 1834680
105 West Adams, Suite 2175, Chicago, IL 60603
96
Wealthminder
score

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.

2
Mark H. Delfs
CRD#: 1675789
105 W. Adams St., Suite 2175, Chicago, IL 60603
96
Wealthminder
score

Mark Delfs (CRD# 1675789) 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.

3
Matthew D. Martin
CRD#: 3240812
217 S Center Street, Northville, MI 48167
96
Wealthminder
score

Matthew Martin (CRD# 3240812) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Northville, MI and has over 18 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.

4
Mark R. Mitchell
CRD#: 1472371
331 East Lake, South Lyon, MI 48178
96
Wealthminder
score

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.

5
John J. Arena
CRD#: 4484875
1407 West Washington, Chicago, IL 60607
93
Wealthminder
score

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.

6
Jeanne H. Badeaux-Carnline
CRD#: 1443982
105 West Adams, Suite 2175, Chicago, IL 60603
93
Wealthminder
score

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.

7
Jamilah S. Brown
CRD#: 2227357
105 West Adams, Suite 2175, Chicago, IL 60603
93
Wealthminder
score

Jamilah Brown (CRD# 2227357) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has over 23 years of experience in the finance industry.

8
Frederick H. Bryant
CRD#: 4999872
105 West Adams, Suite 2175, Chicago, IL 60603
93
Wealthminder
score

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.

9
Jeffrey S. Casto
CRD#: 3096148
9850 W 190th St, Unit B3, Mokena, IL 60448
93
Wealthminder
score

Jeffrey Casto (CRD# 3096148) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Mokena, IL and has over 19 years of experience in the finance industry.

10
Dan E. Davis
CRD#: 1421989
105 W Adams Suite 2175, Chicago, IL 60603
93
Wealthminder
score

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.

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