Retirement Plan Solutions
Investment Management • 
Waukesha, Wisconsin, United States • 11-20 Employees
Company overview
| Headquarters | 734 Clinton Street, Waukesha, WI 53186, US |
| Phone number | +12626410890 |
| Websites | |
| NAICS | 5231 |
| SIC | 641 |
| Keywords | 401K, Wealth Management Services, Defined Benefit, 403B, Erisa Fiduciary Education And Compliance, Investment Advisory Services, Personal Financial Planning Services, Other Qualified Retirement Plans |
| Founded | 2004 |
| Employees | 11-20 |
| Socials |
Key Contact at Retirement Plan Solutions
Carol Strehlow
Partner; Managing Director/Vp Of Operations
Retirement Plan Solutions Email Formats
Retirement Plan Solutions uses 2 email formats. The most common is {first initial} (e.g., j@rplansolutions.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@rplansolutions.com | 50% |
{first name} | john@rplansolutions.com | 50% |
About Retirement Plan Solutions
Retirement Plan Solutions' independent business model ideally positions us as advocates to the employers we serve. Our comprehensive service model assists employers in achieving retirement plan compliance and fiduciary standards, and assists employees in achieving the financial success they desire through their company retirement plans. -Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section above. Investment advice offered through Retirement Plan Solutions, a registered investment advisor and separate entity from LPL Financial. -Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. - Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Retirement Plan Solutions are not affiliated https://www.finra.org/ https://www.sipc.org/
Retirement Plan Solutions revenue & valuation
| Annual revenue | $1,625,545 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $5,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Retirement Plan Solutions has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Retirement Plan Solutions has never raised funding before.
United Kingdom
Japan
Frequently asked questions
4.8
40,000 users
