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CARDINAL RETIREMENT PLANNING, INC.

· CRD 166545 · IAPD ↗ · cardinalretirementnc.com · 919-439-2114

$127.4MRegulatory AUM
3Advisory reps
3Employees
25Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2025 — CARDINAL RETIREMENT PLANNING, INC. (location n/a) is newly SEC-registered with $111.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.