Investment & Retirement Advisors, Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Williston, North Dakota
CRD number
117000
Fee structure
Other
Services
Financial Planning

Firm profile

FINTRX

Overview

Investment & Retirement Advisors, Inc. is organized as a corporation under individual ownership and positions itself as a financial planning advisor rather than a multi-service wealth manager. The firm’s primary advisory activity listed is financial planning services; there is no indication in the available data that it acts as a capital allocator, a pension consultant, or a related adviser to other registered entities. The firm reports a fee structure categorized as “Other,” which suggests compensation arrangements that do not fit neatly into standard AUM- or commission-based descriptions, though specific billing terms are not provided. Investment & Retirement Advisors, Inc. is not identified as an active ESG investor and is not flagged as a multi-state adviser in the source material.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Wesley Crosby

    Wesley Crosby

    Financial AdvisorCRD 6504794

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Williston, ND

Williams

Location

Williston, ND

Headquartered in Williston, ND, in the Midwest of the United States.

Region
Midwest
County
Williams
Address
1105 2nd St W
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth