Retirement Plan Advisors Ltd

Retirement Plan Advisors Ltd (CRD# 158882) is a financial advisory firm headquartered in Cincinnati, OH. They manage $34,323,557 in 151 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $227,308
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY, OH

Financial Advisors at Retirement Plan Advisors Ltd
Showing 1 - 2 of 2 top financial advisors.
1
Anthony C. Kippins
CRD#: 2424951
9467 Montgomery Road, Cincinnati, OH 45242

Anthony Kippins (CRD# 2424951) is an Investment Advisor Representative working at Retirement Plan Advisors Ltd in Cincinnati, OH and has over 29 years of experience in the finance industry.

2
Lauren E. Morris
CRD#: 5969273
9467 Montgomery Road, Cincinnati, OH 45242

Lauren Morris (CRD# 5969273) is an Investment Advisor Representative working at Retirement Plan Advisors Ltd in Cincinnati, OH and has over 11 years of experience in the finance industry.

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