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).
Current Firm Details
By the Numbers
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Total Assets Under Management34MILLION
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Total Number of Accounts151ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KY, OH
Financial Advisors at Retirement Plan Advisors Ltd
1
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 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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