← Tributary

RETIREMENT PLANS, INC.

WESTERVILLE, OH · CRD 286214 · IAPD ↗ · rpi401k.com · 614-339-1910

$224.9MRegulatory AUM
1Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — RETIREMENT PLANS, INC. shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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