Nfp Retirement Inc.
Nfp Retirement Inc. (CRD# 121254) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $96,454,495,427 in 5,514 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management96,454MILLION
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Total Number of Accounts5,514ACCOUNTS
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Average Account Value$17,492,654
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Kyle Olson (CRD# 5946765) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 12 years of experience in the finance industry.
Steven Prom (CRD# 4260709) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 23 years of experience in the finance industry.
Alissa Purko (CRD# 6205645) is an Investment Advisor Representative working at Nfp Retirement Inc. in Madison, WI and has over 5 years of experience in the finance industry.
Geoffrey Reeves (CRD# 4102800) is an Investment Advisor Representative working at Nfp Retirement Inc. in South Jordan, UT and has over 24 years of experience in the finance industry.
John Richards (CRD# 5451385) is an Investment Advisor Representative working at Nfp Retirement Inc. in Madison, WI and has over 16 years of experience in the finance industry.
John Roegner (CRD# 4704719) is an Investment Advisor Representative working at Nfp Retirement Inc. in Chicago, IL and has over 19 years of experience in the finance industry.
Peter Rowley (CRD# 4679333) is an Investment Advisor Representative working at Nfp Retirement Inc. in Warrington, PA and has over 9 years of experience in the finance industry.
Peter Schmitz (CRD# 4860514) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 18 years of experience in the finance industry.
Jason Schmudlach (CRD# 6002810) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 11 years of experience in the finance industry.
Stuart Scholten (CRD# 6258776) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 10 years of experience in the finance industry.