Retirement Plan Advisors Services, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
111392
Registered since
August 17, 2001

Firm profile

FINTRX

Overview

Retirement Plan Advisors Services, LLC is organized as a limited liability company and has been SEC-registered since 2001. Filings record ownership as a combination of a domestic entity and an individual, and the firm is classified as “Unclassified” in the available data. The firm’s regulatory snapshot indicates it does not act as a capital allocator, is not identified as an active ESG investor, is not designated a multi-state adviser, and is not listed as a pension consultant or related adviser. Several typical fields—such as fee structure, advisory activities, and client composition—are not populated in the provided records.

Assets & Accounts

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

Owners & executives

1 of 1
  • Matthew Frank

    Matthew Frank

    Chief Compliance OfficerCRD 5789235

Contacts

3 of 3
  • Brett Pendleton

    Brett Pendleton

    Vice PresidentCRD 5842915

  • Joshua Schwartz

    Joshua Schwartz

    PresidentCRD 1730472

  • Walter Costenbader

    Walter Costenbader

    FinOpCRD 1828345

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth