Retirement Plan Advisors, LLC
Retirement Plan Advisors, LLC (CRD# 122758) is a financial advisory firm headquartered in Chicago, IL. They manage $1,097,395,708 in 7,033 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management1,097MILLION
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Total Number of Accounts7,033ACCOUNTS
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Average Account Value$156,035
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CO, CT, FL, GA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NY, OH, OK, PA, TN, TX, UT, VA, VI, VT, WI
Daniel Dodd (CRD# 4527785) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Janesville, WI and has over 21 years of experience in the finance industry.
Matthew Frank (CRD# 5789235) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Jefferson City, MO and has over 12 years of experience in the finance industry.
Timothy Harden (CRD# 6010352) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Saint Peters, MO and has over 12 years of experience in the finance industry.
Joseph Hilliard (CRD# 2785496) 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.
David Holler (CRD# 2202779) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has over 32 years of experience in the finance industry.
Phillip Holstrom (CRD# 1220999) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.
Zachary Karas (CRD# 1327719) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has over 38 years of experience in the finance industry.
Paul Keough (CRD# 4265316) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Downers Grove, IL and has over 20 years of experience in the finance industry.
Jim Ladlie (CRD# 2453675) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Saint Peters, MO and has over 29 years of experience in the finance industry.
Robert Mangano (CRD# 4478547) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Cherry Hill, NJ and has over 22 years of experience in the finance industry.