AdvisorOS Directory
Claim Profile
RM

Robert Michael Moeddel

THE RETIREMENT CORPORATION OF AMERICA·CINCINNATI, Ohio
Unclaimed Profile
10300 ALLIANCE ROAD, CINCINNATI, OH 45242CRD# 6470556Firm CRD# 105994
01

About

Robert Michael Moeddel is a registered financial advisor based in CINCINNATI, Ohio, affiliated with THE RETIREMENT CORPORATION OF AMERICA. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
THE RETIREMENT CORPORATION OF AMERICA
THE RETIREMENT CORPORATION OF AMERICA
AUM
$632M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at THE RETIREMENT CORPORATION OF AMERICA →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6470556
Firm CRD# 105994
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CINCINNATI?

Browse all registered financial advisors in CINCINNATI, Ohio or claim this profile if it's yours.

Browse CINCINNATI AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Michael Moeddel offer?
Robert Michael Moeddel specializes in Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Robert Michael Moeddel's credentials?
Robert Michael Moeddel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Michael Moeddel located?
Robert Michael Moeddel is based in CINCINNATI, Ohio, working with THE RETIREMENT CORPORATION OF AMERICA. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Robert Michael Moeddel charge for services?
Robert Michael Moeddel's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE RETIREMENT CORPORATION OF AMERICA?
THE RETIREMENT CORPORATION OF AMERICA has approximately 7 employees and manages $632M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CINCINNATI
Vivienne Karin Schleu — NATIONAL WEALTH MANAGEMENT GROUP, LLCMartin Wayne Friedman — SC GP III(B), LLCTodd Allen Gardner — SC GP III, LLCJennifer Jo Kielczewski — MARIEMONT CAPITAL LLCGary Edward Mathews — NATIONAL WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile