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).
-
Total Assets Under Management1,472MILLION
-
Total Number of Accounts9,654ACCOUNTS
-
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
Charles Trachsel (CRD# 2453704) 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.
Angela Tullar (CRD# 6017370) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has over 12 years of experience in the finance industry.
Brian Box (CRD# 7377982) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Frisco, TX and has over 2 years of experience in the finance industry.
Shannon Davis (CRD# 7117069) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has over 4 years of experience in the finance industry.
Darren Doughty (CRD# 2930029) 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.
Tamme Ford (CRD# 4445760) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Saint Louis, MO and has over 22 years of experience in the finance industry.
Alexander Gault (CRD# 7537959) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.
Taylor Kistner (CRD# 5638383) 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.
Sarah McKinzie (CRD# 6731382) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has over 3 years of experience in the finance industry.
Duncan Pray (CRD# 7384213) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.