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Anthony Christopher Kippins

Retirement Plan Advisors Ltd.

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About Anthony Christopher Kippins

Anthony Christopher Kippins is a registered investment advisor representative with Retirement Plan Advisors Ltd.. Anthony has been in the industry for over 20 years. Anthony Kippins is also a registered investment advisor representative in Kentucky and Ohio. Anthony's areas of specialization include Retirement Planning, Investment Management, and Financial Planning. Anthony's firm, Retirement Plan Advisors Ltd., is a registered investment advisor that offers a variety of investment advisory services, including portfolio management for individuals and retirement planning services.

Firm Information

Anthony Kippins is currently registered with Retirement Plan Advisors Ltd.. Retirement Plan Advisors Ltd. is a Registered Investment Advisor that manages $34,323,557 in regulatory assets under management for 151 accounts. The firm provides investment advisory services to high-net-worth individuals, and individuals other than high-net-worth. The firm also provides pension consulting, and selection of other advisors.

$34.32M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Kippins’s Registration & Firm History

OH

09/08/2011 - Present

Retirement Plan Advisors Ltd. (CINCINNATI OH)

OH

09/17/2003 - 12/31/2013

WRP INVESTMENTS, INC. (CINCINNATI OH)

VT

10/31/2001 - 10/02/2003

EQUITY SERVICES, INC. (MONTPELIER VT)

OH

11/26/1997 - 07/16/2001

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

VT

03/03/1994 - 12/31/1997

EQUITY SERVICES, INC. (MONTPELIER VT)

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Licenses & Designations

IA

Issued 09/27/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/02/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/15/2009

Series 7 - General Securities Representative Examination

BC

Issued 03/02/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Christopher Kippins.
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