T
$3.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
8 yrs Firm Age
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- Custodian
- Jackson National Life · LPL Financial · Security Benefit
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-18-2018
- Office Locations
- 1
Office Locations
-- Bovey MN
About THE Retirement Planning Center
The Retirement Planning Center is an owner-led, retail-focused RIA in Bovey, MN providing financial and investment planning, asset allocation, and portfolio management alongside tax planning and insurance/life insurance guidance, including annuity solutions. Investment implementation includes mutual funds and fixed income and may incorporate real estate or hedge funds; works with platforms such as LPL Financial and Jackson National Life.
Team overview
-- AVG AGE
$3.2M AVG AUM / ADVISOR
$249.5K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEPHEN WILLIAM CONNOLLY SR
Owner
- CRD
- #1171269
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,243,071 | -- |
| Total | $3,243,071 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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