Retirement Planners Of America

Retirement Planners Of America (CRD# 157222) is a financial advisory firm headquartered in Plano, TX. They manage $4,709,352,114 in 19,153 accounts and serve the financial needs of clients across 41 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,709
    MILLION
  • Total Number of Accounts
    19,153
    ACCOUNTS
  • Average Account Value
    $245,881
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Retirement Planners Of America
Showing 1 - 10 of 31 top financial advisors.
1
Douglas M. Bartol
CRD#: 1644452
2820 Dallas Parkway, Plano, TX 75093

Douglas Bartol (CRD# 1644452) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 34 years of experience in the finance industry. Douglas Bartol has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Karli R. Bradley
CRD#: 5882146
8800 E. Raintree Drive, Suite 220, Scottsdale, AZ 85260

Karli Bradley (CRD# 5882146) is an Investment Advisor Representative working at Retirement Planners Of America in Scottsdale, AZ and has over 11 years of experience in the finance industry. Karli Bradley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John A. Broderick
CRD#: 6454586
2820 Dallas Parkway, Plano, TX 75093

John Broderick (CRD# 6454586) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 6 years of experience in the finance industry.

4
Terry L. Bussard
CRD#: 1565533
2820 Dallas Parkway, Plano, TX 75093

Terry Bussard (CRD# 1565533) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 35 years of experience in the finance industry.

5
John F. Carty
CRD#: 6557142
2820 Dallas Parkway, Plano, TX 75093

John Carty (CRD# 6557142) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 6 years of experience in the finance industry.

6
Natalie L. Chandler
CRD#: 4547547
2820 Dallas Parkway, Plano, TX 75093

Natalie Chandler (CRD# 4547547) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 19 years of experience in the finance industry. Natalie Chandler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Mark E. Clopton
CRD#: 4704531
3030 N. W. Expressway Suite 200, Oklahoma City, OK 73112

Mark Clopton (CRD# 4704531) is an Investment Advisor Representative working at Retirement Planners Of America in Oklahoma City, OK and has over 18 years of experience in the finance industry.

8
Zohra S. Constantino
CRD#: 4495111
2820 Dallas Parkway, Plano, TX 75093

Zohra Constantino (CRD# 4495111) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 20 years of experience in the finance industry.

9
Julianne Cruz
CRD#: 1217012
2820 Dallas Parkway, Plano, TX 75093

Julianne Cruz (CRD# 1217012) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 37 years of experience in the finance industry. Julianne Cruz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Charles D. Dyer
CRD#: 2753350
2820 Dallas Parkway, Plano, TX 75093

Charles Dyer (CRD# 2753350) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 26 years of experience in the finance industry. Charles Dyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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