Trueplan Benefit And Retirement Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

36026

SEC number

801-67370

Firm type

RIA

Assets under management

$5.1B as of Mar 25, 2026

Website

www.trueplanadvisors.com ↗

Phone

518-431-7600

Address

One Empire Drive, Rensselaer, NY, 12144

Advisors at this firm

15 in our index · page 1 of 1

• Kelly Ann BariteauCRD 6419420 · Rensselaer, NY
  Broker
• Daniel Joseph BrindisiCRD 6721821 · Rensselaer, NY
  Broker
• Noah Patrick BuckCRD 7071368 · Rensselaer, NY
  IA RegisteredBroker
• Celena Elaine FuscoCRD 8178357 · Rensselaer, NY
  Broker
• Charles Philip GamelloCRD 6501646 · Rensselaer, NY
  Broker
• Andrew Jerome GooCRD 6173624 · Rensselaer, NY
  IA RegisteredBroker
• Kylee Erin HallCRD 5155508 · Torrington, CT
  IA RegisteredBroker
• Mary Katherine HayesCRD 6496056 · Rensselaer, NY
  Broker
• Kentrel Tyrone HerbertCRD 4501019 · Rensselaer, NY
  Broker
• Alana M JenningsCRD 2281638 · Rensselaer, NY
  IA RegisteredBroker
• Renee Lynn LobelloCRD 2432528 · Rensselaer, NY
  Broker
• Jennifer LaroseCRD 3094139 · Shelby Township, MI
  IA RegisteredBroker
• Ryan Lee McwalterCRD 5392198 · Rensselaer, NY
  IA RegisteredBroker
• Eric MacdowellCRD 8040058 · Rensselaer, NY
  Broker
• John Steven RosenfeldCRD 2687818 · Rensselaer, NY
  Broker

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.