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Martin Katrein

RETIREMENT CONSULTING SERVICES, INC.·ADDISON, Texas
Series 7, Series 24, Series 63Clean record29 years registeredRETIREMENT CONSULTING SERVICES, INC.
16475 DALLAS PARKWAY, ADDISON, TX 75001-6220CRD# 1016546Firm CRD# 114549

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Martin Katrein · ADDISON, TX
Registration
CRD #1016546 · RETIREMENT CONSULTING SERVICES, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

PER STIRLING CAPITAL MANAGEMENT, LLC
Jan 2018 – present
RETIREMENT CONSULTING SERVICES, INC.
Feb 1997 – Mar 2018
ADDISON, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · February 13, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RETIREMENT CONSULTING SERVICES, INC.
CRD 114549 · SEC 801-64491
AUM
$76M
Regulatory assets under management
Employees
1
380 client accounts
Services offered by RETIREMENT CONSULTING SERVICES, INC.
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at RETIREMENT CONSULTING SERVICES, INC. →
Introduction

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05

Frequently Asked Questions

What services does Martin Katrein offer?
Martin Katrein specializes in Investment Management. Contact their office in ADDISON, Texas for a consultation.
What are Martin Katrein's credentials?
Martin Katrein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martin Katrein located?
Martin Katrein is based in ADDISON, Texas, working with RETIREMENT CONSULTING SERVICES, INC.. Their office serves clients in the ADDISON metropolitan area and surrounding communities.
How does Martin Katrein charge for services?
Martin Katrein's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREMENT CONSULTING SERVICES, INC.?
RETIREMENT CONSULTING SERVICES, INC. has approximately 1 employees and manages $76M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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