Unclaimed Profile

Robert D Mccracken

PENSION CONSULTANTS INC·SPRINGFIELD, Missouri

SIE, Series 7, Series 7TO, Series 66CFPClean record14 years registeredPENSION CONSULTANTS INC

300 SOUTH CAMPBELL AVE., SPRINGFIELD, MO 65806CRD# 5971072Firm CRD# 113914

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert D Mccracken · SPRINGFIELD, MO

Registration

CRD #5971072 · PENSION CONSULTANTS INC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PENSION CONSULTANTS INC

WELLS FARGO CLEARING SERVICES, LLC

Jun 2019 – Jan 2023

SPRINGFIELD, MO

PENSION CONSULTANTS INC

Jan 2012 – May 2019

SPRINGFIELD, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Registration record

First registered · January 6, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENSION CONSULTANTS INC

CRD 113914 · SEC 801-56704

AUM

$4.4B

Regulatory assets under management

Employees

141 client accounts

Services offered by PENSION CONSULTANTS INC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at PENSION CONSULTANTS INC →

Introduction

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Frequently Asked Questions

What services does Robert D Mccracken offer?

Robert D Mccracken specializes in Investment Management.

What are Robert D Mccracken's credentials?

Robert D Mccracken holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert D Mccracken located?

Robert D Mccracken is based in SPRINGFIELD, Missouri, last registered with PENSION CONSULTANTS INC.

How does Robert D Mccracken charge for services?

Robert D Mccracken's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENSION CONSULTANTS INC?

PENSION CONSULTANTS INC has approximately 20 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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