Retirement Plan Advisors
Retirement Plan Advisors

Retirement Plan Advisors Information

Contact top employees from Retirement Plan Advisors

Summary

Retirement Plan Advisors is a private company that has been in the industry for 25 years. The company currently specializes in the Financial Services, Retirement support Services areas. The position of the President is occupied by Joshua F. Schwartz. Its headquarters is located at Chicago, Illinois, USA. The number of employees ranges from 25 to 100. The annual revenue of Retirement Plan Advisors varies between 25M and 100M. Total funding of the company - $150K. To connect with Retirement Plan Advisors employee register on SignalHire.

Industries

Financial Services

Headquarters Location

Employees Size

100-200 employees

Specialties

457(b) Plans, 401(a) Plans, 403(b) Plans, Deferred Compensation Plans, Defined Contribution Plans, Group Retirement Plans, Public Sector, Government, Fiduciary Services, Independent Investment Advice, Retirement Plan Design, Retirement Counseling, Financial Planning, Retiree Healthcare, Registered Investment Adviser

SIC Code

6411, 6282, 6199

DMA Code

Chicago Metropolitan Area

Founded

2000

Estimated Annual Revenue

$25M - 100M

Operating Status

Independent Company

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Organization Website

Social Links

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Phone Number

877.284.6837

Competitors

Founded
Type
Employees
Revenue
Funding
1977Privately
Held
25 - 100 6.2M $350K
1989Privately
Held
100 - 250 17.4M $0
1978Privately
Held
100 - 250 20M $0
1966Privately
Held
5.0K - 10K 1.7B $0

Employees Turnover 3 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Current employees switched from
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Retirement Plan Advisors shows a diverse range of experience levels:
7% have been with the company for less than 1 year7% for 1–2 years7% for 3–4 years11% for 5–7 years15% for 8–10 years52% have over 11 years of service at Retirement Plan Advisors
Ex-employees positions
In Company
In New Company
Contact top employees from Retirement Plan Advisors
Phil Holstrom
Financial Advisor
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John Piper
Director, Group Retirement Plans
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Shannon Davis
Financial Advisor
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Kim Schnieders
Administrative Assistant
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Dan Harden CFP®
Financial Advisor
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Darren Doughty
Director - Group Retirement Plans
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Alex Gault
Senior Investment Analyst
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Taylor Kuether
Senior Marketing Manager
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Robert Mangano CFP®
Vice President Plan Consulting
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Randy Nelson
Investment Advisor Representative/Area Director
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TJ Kistner
Chief Investment Officer
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Duncan Pray
Financial Advisor
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James Jim Ray
Regional Director
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Thomas Clooney
Financial Advisor
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Jacqueline Healy
Client Reporting & Proposal Manager
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Debra Anton
Financial Advisor
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Sharon OConnor
Administrative Assistant
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Miriam McCann
Office Coordinator, Exec Assistant
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Angel Tullar
Financial Consultant
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Andy Trachsel
Partner | CFA Charterholder | CPA
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Matt Martin
CERTIFIED FINANCIAL PLANNER ™ professional
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Nathan Sonnier
Business Development & Client Relationship Management
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Tamme Ford
Director, Plan Consulting
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Amanda Blackowicz
Sales and Marketing Support Specialist
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Christopher DeGrassi
Chief Operating Officer
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Sarah McKinzie MPA
Group Plans Operations Specialist
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Scott Burbank
Financial Consultant
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Andrea Weis
Administrative Specialist
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