Retirement Planners Of America

Retirement Planners Of America (CRD# 157222) is a financial advisory firm headquartered in Plano, TX. They manage $3,557,314,906 in 15,137 accounts and serve the financial needs of clients across 43 states (or territories).

Current Firm Details
2820 Dallas Parkway, Plano, TX 75093
http://www.moneymatters.net
By the Numbers
  • Total Assets Under Management
    3,557
    MILLION
  • Total Number of Accounts
    15,137
    ACCOUNTS
  • Average Account Value
    $235,008
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Retirement Planners Of America
Showing 31 - 32 of 32 top financial advisors.
31
Michelle Roberts, financial advisor Plano TX
Michelle Roberts
CRD#: 7626174
2820 Dallas Parkway, Plano, TX 75093

Michelle Roberts (CRD# 7626174) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has 1 year of experience in the finance industry.

32
Christopher Sall, financial advisor Plano TX
Christopher R. Sall
CRD#: 7739677
2820 Dallas Parkway, Plano, TX 75093

Christopher Sall (CRD# 7739677) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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