Unclaimed
Mari Elizabeth Erb is a registered investment advisor representative with RPS Retirement Plan Advisors. Mari Erb holds the Series 65 license and is a Certified Financial Planner. Mari Erb has been working in the financial industry since 2013. Mari Erb has experience working with pension and profit-sharing plans. RPS Retirement Plan Advisors is a registered investment advisor headquartered in Austin, Texas. RPS Retirement Plan Advisors provides pension consulting, portfolio management for pooled investment vehicles, and portfolio management for individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
04/14/2022 - Present
RPS Retirement Plan Advisors (AUSTIN TX)
IA
Issued 09/21/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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