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 with individual ownership and is registered to provide financial planning services. The firm does not identify as a capital allocator, is not active on ESG investing, and is not registered as a multi-state adviser. Its listed fee structure is categorized as "Other," which suggests fees may not follow a standard asset-based or commission model but no further detail is provided. The record does not include an SEC registration year.

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

    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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth