The Retirement Planners, Usa, LLC
The Retirement Planners, Usa, LLC (CRD# 152870) is a financial advisory firm headquartered in Pace, FL. They manage $33,834,224 in 277 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management34MILLION
Total Number of Accounts277ACCOUNTS
Average Account Value$122,145
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, FL, MO, TX
John Steele (CRD# 1159049) is an Investment Advisor Representative working at The Retirement Planners, Usa, LLC in Pace, FL and has over 34 years of experience in the finance industry. John Steele 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.