Retirement Plan Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

122758

SEC number

801-63261

Firm type

RIA

Assets under management

$3.5B as of Mar 27, 2026

Website

www.retirementplanadvisors.com ↗

Phone

312-701-1100

Address

29 E. Madison St., Chicago, IL, 60602-3205

Advisors at this firm

43 in our index · page 1 of 1

• Michael Dean AllenCRD 2232396 · Lee's Summit, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Debra Lee AntonCRD 6091914 · Wichita, KS
  IA RegisteredBroker
• Jeanne H. Badeaux-CarnlineCRD 1443982 · Alexandria, LA
  IA RegisteredBroker
• Scott Robert BurbankCRD 1834680 · South Glastonbury, CT
  IA RegisteredBroker
• Brian Keith BoxCRD 7377982 · Frisco, TX
  IA Registered
• Jeffrey Stephen CastoCRD 3096148 · Mokena, IL
  IA RegisteredBroker
• Thomas Anthony CieslaCRD 3001096 · Shorewood, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas Paul ClooneyCRD 4220116 · Egg Harbor Township, NJ
  IA RegisteredBroker
• Edna Theresa DelphinCRD 5213522 · Shreveport, LA
  IA RegisteredBroker
• Daniel Paul DoddCRD 4527785 · Janesville, WI
  IA RegisteredBroker
• Darren Weston DoughtyCRD 2930029 · St. Petersburg, FL
  IA RegisteredBroker
• Nicholas Joseph DaughertyCRD 6697256 · Frisco, TX
  IA Registered
• Christopher Michael DobsonCRD 7766878 · Midlothian, TX
  IA RegisteredRegistration inactive
• Alexander GaultCRD 7537959 · Chicago, IL
  IA Registered
• Michael Lloyd HawesCRD 3090091 · Janesville, WI
  IA RegisteredBroker
• David Allen HollerCRD 2202779 · Chicago, IL
  IA RegisteredBroker
• Phillip William HolstromCRD 1220999 · Lebanon, OH
  IA RegisteredBroker
• Timothy Daniel HardenCRD 6010352 · Saint Peters, MO
  IA RegisteredBroker
• Jacey JohnsonCRD 7971239 · St. Peters, MO
  IA RegisteredBroker
• Taylor John KistnerCRD 5638383 · Chicago, IL
  IA Registered
• Emily C KnoxCRD 2604943 · Denver, CO
  IA RegisteredBroker
• Jim Richard LadlieCRD 2453675 · St. Peter's, MO
  IA RegisteredBroker
• Robert James ManganoCRD 4478547 · Cherry Hill, NJ
  IA RegisteredBroker
• Eliot Dylan MarrCRD 5463664 · Tampa, FL
  IA RegisteredBroker
• Matthew David MartinCRD 3240812 · Northville, MI
  IA RegisteredBroker
• David C MccrayCRD 6271452 · Tracy, CA
  IA RegisteredBroker
• Kenneth Scott MergenCRD 2609056 · Chicago, IL
  IA RegisteredBroker
• Eric C MitchellCRD 5188105 · Macomb, MI
  IA RegisteredBroker
• Sarah C MckinzieCRD 6731382 · Jefferson City, MO
  IA RegisteredBroker
• Randall Alan NelsonCRD 2032606 · Northhill, MI
  IA RegisteredBroker
• Angel Luis NievesCRD 5764760 · Fort Lauderdale, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Brett Michael PendletonCRD 5842915 · Jefferson City, MO
  IA RegisteredBroker
• John Ray PiperCRD 1649689 · Jupiter, FL
  IA RegisteredBroker
• Michael Allan ParkerCRD 7086514 · Frisco, TX
  IA Registered
• Duncan PrayCRD 7384213 · Metairie, LA
  IA RegisteredBroker
  Disclosure event(s) on record
• Timothy Charles RozelleCRD 1659572 · Chicago, IL
  IA RegisteredBroker
• Joshua Fischel SchwartzCRD 1730472 · Chicago, IL
  IA RegisteredBroker
• Kendal Patrick ShawCRD 2157760 · Wesley Chapel, FL
  IA RegisteredBroker
• Jake Matthew SchaferCRD 7738083 · St. Peters, MO
  IA RegisteredBroker
• Charles Andrew TrachselCRD 2453704 · St. Peter's, MO
  IA RegisteredBroker
• Edward James TritschlerCRD 3214269 · St. Louis, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Angela Lynn TullarCRD 6017370 · Janesville, WI
  IA RegisteredBroker
• Stephen William WaltersCRD 7665370 · Frisco, TX
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.