RETIREMENT CONSULTING GROUP, INC. of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 311184). Regulatory assets under management: $457.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Brett William Pohl | CHIEF COMPLIANCE OFFICER | — |
| John Harold Upton | PRESIDENT | — |
| PAYNE THOMAS LEE | CHIEF COMPLIANCE OFFICER | — |
| POHL BRETT WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| AGUAYO ERICK ALEXANDER | CHIEF COMPLIANCE OFFICER | — |
| HATT ASHLEY MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| UPTON JOHN HAROLD | PRESIDENT; PRESIDENT AND CCO | — |