Retirement Plan Advisors, LLC
Retirement Plan Advisors, LLC (CRD# 122758) is a financial advisory firm headquartered in Chicago, IL. They manage $1,472,433,912 in 9,654 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management1,472MILLION
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Total Number of Accounts9,654ACCOUNTS
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Average Account Value$152,521
- 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
Matthew Martin (CRD# 3240812) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Northville, MI and has over 24 years of experience in the finance industry.
Kenneth Mergen (CRD# 2609056) 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.
Eric Mitchell (CRD# 5188105) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Macomb, MI and has over 15 years of experience in the finance industry.
Mark Mitchell (CRD# 1472371) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in South Lyon, MI and has over 38 years of experience in the finance industry.
Randall Nelson (CRD# 2032606) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has over 34 years of experience in the finance industry.
Michael Parker (CRD# 7086514) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Frisco, TX and has over 5 years of experience in the finance industry.
Brett Pendleton (CRD# 5842915) 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.
James Ray (CRD# 1071059) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Metairie, LA and has over 29 years of experience in the finance industry.
Timothy Rozelle (CRD# 1659572) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has over 36 years of experience in the finance industry.
Joshua Schwartz (CRD# 1730472) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has over 36 years of experience in the finance industry.