Retirement Plan Advisors Services, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 111392
- Registered since
- August 17, 2001
- Website
- retirementplanadvisors.com
Firm profile
FINTRXOverview
Retirement Plan Advisors Services, LLC is organized as a limited liability company and has been registered with the SEC since 2001. The firm is listed as owned by a domestic entity and an individual and its regulatory classification in the snapshot is "Unclassified." The profile shows it is not designated as a capital allocator, is not an active ESG investor, is not a multi-state adviser per the snapshot, and is not marked as a pension consultant or related adviser. The FINTRX record does not provide details on the firm’s fee structure, stated advisory activities, or client segments.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Matthew Frank
Chief Compliance OfficerCRD 5789235

Walter Costenbader
Chief Compliance OfficerCRD 1828345
Contacts
2 of 2
Brett Pendleton
Vice PresidentCRD 5842915

Joshua Schwartz
PresidentCRD 1730472
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 29 E Madison St
- Time zone
- CT (UTC-6)
- Office locations
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