CRD: 330113
Retirement Income Planning LLC
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- Custodian
- Charles Schwab & Company · Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2024
- Office Locations
- 1
Office Locations
About Retirement Income Planning LLC
Retirement Income Planning LLC is a Wisconsin-based financial planning and investment management firm serving individuals and families approaching or in retirement. The team builds customized retirement income plans, manages portfolios aligned to client risk tolerance, and supports rollover, tax-efficient, and estate/legacy planning needs, alongside insurance planning (Medicare, long-term care, life and health). Clients can access reporting and portals through Orion and a “Color of Money” risk analysis tool.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
MARK STEPHEN FARNAN
President
- CRD
- --
- Ownership
- 75% or more
Steven John Krueger
Chief Compliance Officer
- CRD
- #6930383
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Eric Conrad Forsman
--
- CRD
- #6952997
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,810,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,810,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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