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Brian Keith Box

Retirement Plan Advisors, LLC

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About Brian Keith Box

Brian Keith Box is a financial advisor registered with Retirement Plan Advisors, LLC. Brian has been working in the financial services industry since 2004 and has a Series 65 license. Brian works with high net worth individuals, pooled investment vehicles, state or municipal government entities, and individuals other than high net worth. Retirement Plan Advisors, LLC is a financial advisor firm located in Chicago, Illinois. The firm specializes in portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and publication of periodicals.

Firm Information

Brian Box is currently registered with Retirement Plan Advisors, LLC. Retirement Plan Advisors, LLC is an investment advisor headquartered in Chicago, Illinois. The firm manages approximately $1.47 billion in assets for individuals, high net worth individuals, pooled investment vehicles, state or municipal government entities, and other clients. Their services include financial planning, pension consulting, educational seminars, and portfolio management. They offer a wrap fee program and have 45 investment adviser representatives.
Retirement Plan Advisors, LLC

29 E. MADISON ST.

CHICAGO, IL 60602-3205

$1.47B

Assets Under Management

1,270

Total Clients

38

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Brian Box’s Registration & Firm History

IL

03/01/2023 - Present

Retirement Plan Advisors, LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 04/28/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Keith Box.
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