RETIRERIGHT CONSULTING GROUP
Firm details
- Headquarters
- WEST DES MOINES, Iowa
- CRD number
- 300925
- Registered since
- June 17, 2019
- Website
- www.uretireright.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans61.56%
- HNWI27.31%
- Individuals10.7%
- Charitable Organizations0.42%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Retireright Consulting Group is an SEC-registered independent RIA organized as a limited liability company and in operation since 2019. The firm serves both individual/family clients and institutional investors, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing mix includes asset-based fees as well as hourly and fixed-fee arrangements. Retireright identifies as an active ESG investor and lists an affiliation with an insurance company as part of its industry relationships.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities11%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 5BRIAN ORMORD
Financial Advisor and Registered RepresentativeCRD 2470919
DIRK DIXON
Financial AdvisorCRD 2908497
Timothy Olejniczak
Financial AdvisorCRD 6331411
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST DES MOINES, IA
POLK
Location
WEST DES MOINES, IA
Headquartered in WEST DES MOINES, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- POLK
- Address
- 1200 Vly W Dr
- Time zone
- CT (UTC-6)
- Office locations
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