NFP RETIREMENT INC.

ALISO VIEJO, California·9 registered advisors·CRD# 121254
SEC# 801-6610726949.460.9898
01

Firm Overview

AUM
$96.5B
Regulatory assets under management
Employees
219
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NFP RETIREMENT INC.

9 registered advisors
Blake Alan Bjordahl
ALISO VIEJO, California
Brian J Yu
ALISO VIEJO, California
Geoffrey Vincent Keeling
ALISO VIEJO, California
Jessica Bonardi Espinoza
ALISO VIEJO, California
Joel Barry Shapiro
ALISO VIEJO, California
Justin Louis Goldstein
ALISO VIEJO, California
Kameron Alexander Jones
ALISO VIEJO, California
Solomon John Stewart
ALISO VIEJO, California
Veronica Diane Lee
ALISO VIEJO, California
05

Office Locations

ALISO VIEJO, California
9 advisors

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Data sourced from SEC Form ADV filings. NFP RETIREMENT INC. (CRD# 121254) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.