RETIREMENT PLAN ADVISORS, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 122758). Regulatory assets under management: $3.5B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos.
| Name | Role | Location |
|---|---|---|
| Joshua Fischel Schwartz | CHIEF EXECUTIVE OFFICER; CHIEF FINANCIAL OFFICER; CHIEF OPERATIONS OFFICER (+1 more) | — |
| Matthew Frank | CHIEF COMPLIANCE OFFICER | — |
| Taylor John Kistner | CHIEF INVESTMENT OFFICER | — |
| MCGRATH CHRISTOPHER JOSEPH | CHIEF OPERATIONS OFFICER; PRESIDENT | — |
| SCHWARTZ JOSHUA FISCHEL | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF FINANCIAL OFFICER (+4 more) | — |
| O'CONNOR JAMES THOMAS | CHIEF FINANCIAL OFFICER; SECRETARY | — |
| MORPER JAMES SCOTT | CHIEF COMPLIANCE OFFICER | — |
| DELFS MARK H | CHIEF INVESTMENT OFFICER | — |
| KEMPKER VERNON JUDE | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER; CHIEF OPERATIONS OFFICER | — |
| ROBBINS KIP BARRY | CHIEF INVESTMENT OFFICER | — |
| STROPE JAMIE LYNN | CHIEF FINANCIAL OFFICER | — |
| FRANK MATTHEW | CHIEF COMPLIANCE OFFICER | — |
| KISTNER TAYLOR JOHN | CHIEF INVESTMENT OFFICER | — |
Showing 15 of 31 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| FRISCO | TX | 5 | 214-694-2239 |
| ST. PETERS | MO | 4 | 636-278-5457 |
| JEFFERSON CITY | MO | 4 | 573-659-4443 |
| JANESVILLE | WI | 3 | 608-531-0190 |
| — | — | 1 | 6147569292 |
| WESLEY CHAPEL | FL | 1 | 813-205-6285 |
| — | — | 1 | 561-677-0616 |
| FRANKFORT | IL | 1 | 815-806-7269 |
| — | — | 1 | (267) 247-5474 |
| — | — | 1 | (708) 478-7570 |
| — | — | 1 | 2486409801 |
| — | — | 1 | (248) 982-4203 |
| — | — | 1 | (248) 347-4563 |
| — | — | 1 | 3162105049 |
| — | — | 1 | (616) 647-9932 |