The Retirement Planning Center

The Retirement Planning Center (CRD# 296894) is a financial advisory firm headquartered in , . They manage $2,805,096 in 41 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $68,417
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, MN

Financial Advisors at The Retirement Planning Center
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Connolly, financial advisor Bovey MN
Stephen W. Connolly
CRD#: 1171269
Bovey, MN

Stephen Connolly (CRD# 1171269) is an Investment Advisor Representative working at The Retirement Planning Center in Bovey, MN and has over 40 years of experience in the finance industry.

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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