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Richard Louis Kaplan

Keefer Pension Consulting, Inc.

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About Richard Louis Kaplan

Richard Kaplan is a financial professional with over 30 years of experience in the industry. Richard is currently registered with Keefer Pension Consulting, Inc. Richard has been a part of the firm since 2012. Richard has a deep understanding of investment strategies and provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.

Firm Information

Richard Kaplan is currently registered with Keefer Pension Consulting, Inc.. Keefer Pension Consulting, Inc. is an investment advisor with 1 investment advisor representative. The firm provides financial planning and pension consulting services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm manages approximately $168,849,237 in regulatory assets.

$168.85M

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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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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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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Richard Kaplan’s Registration & Firm History

CA

07/05/2012 - Present

Keefer Pension Consulting, Inc. (EL SEGUNDO CA)

MN

10/26/1998 - 10/17/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/26/1998 - 10/17/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

07/31/1989 - 06/10/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/31/1989 - 06/10/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

FL

01/07/1991 - 11/18/1991

INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)

NA

08/20/1987 - 08/10/1989

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

BC

Issued 08/15/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Louis Kaplan.
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