CRD: 330289
Retirement Portfolios, LLC
$290.0M Total AUM
$290.0M Disc. AUM
-- 3Y CAGR
2 Employees
245 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Security Benefit · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-08-2025
- Office Locations
- 1
Office Locations
1429 Oread W DR #110a Lawrence KS
About Retirement Portfolios, LLC
Retirement Portfolios, LLC is an independent, fiduciary advisory firm serving retirees and pre-retirees in Northeast Kansas. The team builds tax-efficient retirement plans and investment portfolios with a transparent, easy-to-understand approach. The firm is a Dave Ramsey SmartVestor Pro and hosts a local retirement radio show and podcast.
Team overview
38 AVG AGE
$145.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
1.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
R
RYAN WAYNE SHUMAKER
Chief Compliance Officer, Managing Member
- CRD
- #5598699
- Ownership
- 75% or more
Available
Available
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J
Joel Parker Kasten
--
- CRD
- #7570795
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $290,000,000 | $1,146,245 |
| Non-Discretionary | $0 | -- |
| Total | $290,000,000 | $1,146,245 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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