Retirement Plans, Inc.
Retirement Plans, Inc. (CRD# 286214) is a financial advisory firm headquartered in Westerville, OH. They manage $244,833,362 in 289 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management245MILLION
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Total Number of Accounts289ACCOUNTS
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Average Account Value$847,174
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Retirement Plans, Inc.
1
Richard Ritter (CRD# 2706738) is an Investment Advisor Representative working at Retirement Plans, Inc. in Westerville, OH and has over 27 years of experience in the finance industry.
2
Andrew Payton (CRD# 6181881) is an Investment Advisor Representative working at Retirement Plans, Inc. in Westerville, OH and has 1 year of experience in the finance industry.
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