The Retirement Corporation Of America

The Retirement Corporation Of America (CRD# 105994) is a financial advisory firm headquartered in Cincinnati, OH. They manage $482,234,867 in 1,941 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    482
    MILLION
  • Total Number of Accounts
    1,941
    ACCOUNTS
  • Average Account Value
    $248,447
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, FL, GA, IL, IN, KY, MD, MO, NC, NJ, NY, OH, SC, TN, TX, WA

Financial Advisors at The Retirement Corporation Of America
Showing 1 - 4 of 4 top financial advisors.
1
David B. Henning
CRD#: 2735291
10300 Alliance Road, Suite 100, Cincinnati, OH 45242
96
Wealthminder
score

David Henning (CRD# 2735291) is an Investment Advisor Representative working at The Retirement Corporation Of America in Cincinnati, OH and has over 19 years of experience in the finance industry. David Henning 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
Daniel C. Kiley
CRD#: 1187088
10300 Alliance Road, Suite 100, Cincinnati, OH 45242
96
Wealthminder
score

Daniel Kiley (CRD# 1187088) is an Investment Advisor Representative working at The Retirement Corporation Of America in Cincinnati, OH and has over 32 years of experience in the finance industry. Daniel Kiley 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
Christopher F. Kiley
CRD#: 4409785
10300 Alliance Road, Suite 100, Cincinnati, OH 45242
93
Wealthminder
score

Christopher Kiley (CRD# 4409785) is an Investment Advisor Representative working at The Retirement Corporation Of America in Cincinnati, OH and has over 15 years of experience in the finance industry.

4
Lionel O. Bey
CRD#: 4304373
10300 Alliance Road, Pfeiffer Place - First Floor, Suite 100, Cincinnati, OH 45242
87
Wealthminder
score

Lionel Bey (CRD# 4304373) is an Investment Advisor Representative working at The Retirement Corporation Of America in Cincinnati, OH and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.