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Michael George Battaglia

Retirement Planning Solutions, LLC

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About Michael George Battaglia

Michael Battaglia is an investment advisor representative with Retirement Planning Solutions, LLC. Michael is registered with the state of Indiana and Kentucky. Michael Battaglia's career in the financial services industry began in July of 2010 with Secure Life Benefits. Michael is a Series 65 licensed advisor and has the Securities Industry Essentials (SIE) Exam. Michael Battaglia is also an Insurance Agent through a Sole Proprietor business, Michael Battaglia II. In addition to this, Michael also works for Retirement Planning Solutions, LLC and has worked at other firms, including Casey Wealth Consultants, GLOBAL FINANCIAL PRIVATE CAPITAL, LLC, AE WEALTH MANAGEMENT, LLC and Legacy Advisory Services. Retirement Planning Solutions, LLC is a Registered Investment Adviser with the SEC. The firm provides financial planning and portfolio management services to individuals. The firm also offers services to charities and high-net-worth individuals. The firm's compensation structure includes fixed fees, hourly charges and a percentage of assets.

Firm Information

Michael Battaglia is currently registered with Retirement Planning Solutions, LLC. Retirement Planning Solutions, LLC is a financial advisor headquartered in LOUISVILLE, KY. The firm offers a variety of financial planning and portfolio management services, including financial planning, and portfolio management for individuals. The firm manages approximately $285,352,910 in assets for 2,018 clients. They primarily serve individuals and charitable organizations.
Retirement Planning Solutions, LLC

3432 STONY SPRING CIRCLE

LOUISVILLE, KY 40220

$285.35M

Assets Under Management

Not reported

Total Clients

11

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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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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Michael Battaglia’s Registration & Firm History

KY

08/03/2022 - Present

Retirement Planning Solutions, LLC (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 02/18/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/25/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael George Battaglia.
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