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).

By the Numbers
  • Total Assets Under Management
    1,097
    MILLION
  • Total Number of Accounts
    7,033
    ACCOUNTS
  • Average Account Value
    $156,035
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
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Retirement Plan Advisors, LLC
Showing 11 - 20 of 41 top financial advisors.
11
Daniel P. Dodd
CRD#: 4527785
3618 Ridge Drive Suite #1, Janesville, WI 53548

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.

12
Matthew A. Frank
CRD#: 5789235
3121 Emerald Lane, Suite 500, Jefferson City, MO 65109

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.

13
Timothy D. Harden
CRD#: 6010352
1 Mid Rivers Mall, Suite 358, Saint Peters, MO 63376

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.

14
Joseph M. Hilliard
CRD#: 2785496
29 E. Madison St., Suite 500, Chicago, IL 60602

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.

15
David A. Holler
CRD#: 2202779
29 E. Madison St., Suite 500, Chicago, IL 60602

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.

16
Phillip W. Holstrom
CRD#: 1220999
Cincinnati, OH

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.

17
Zachary J. Karas
CRD#: 1327719
29 E. Madison St., Suite 500, Chicago, IL 60602

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.

18
Paul A. Keough
CRD#: 4265316
5010 Fairview Ave, #2, Downers Grove, IL 60515

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.

19
Jim R. Ladlie
CRD#: 2453675
1 Mid Rivers Mall Drive, Suite 358, Saint Peters, MO 63376

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.

20
Robert J. Mangano
CRD#: 4478547
Cherry Hill, NJ

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.

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