THE RETIREMENT PLANNING CENTER

THE RETIREMENT PLANNING CENTER is an SEC-registered investment adviser (CRD 296894). Regulatory assets under management: $3.2M.

Registration

• CRD: 296894
• Type: Registered investment adviser
• Phone: 515-343-4835
• Latest filing: 2026-01-03
• Regulatory AUM: $3.2M
• Non-discretionary AUM: $3.2M
• Clients: 1
• Accounts: 42

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296894 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search