CRD: 289018
RK Retirement Solutions LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-12-2017
- Office Locations
- 2
Office Locations
About RK Retirement Solutions LLC
RK Retirement Solutions, LLC is a full-service financial advisory firm serving individuals and business owners in the Twin Cities, MN and Sun City West, AZ. The team provides financial planning across retirement strategies, tax and investment management, estate conservation, and insurance and annuity solutions. They also offer alternative investments (PCSALTS) and physical precision metals for clients seeking broader portfolio options.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT VINCENT KROMER JR
Chief Compliance Officer, Managing Member
- CRD
- #1448765
- Ownership
- 50% but less than 75%
JEREMY ROSS KROMER
--
- CRD
- #7380582
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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