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Sarah C McKinzie

Retirement Plan Advisors, LLC

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About Sarah C McKinzie

Sarah C McKinzie is a registered investment advisor representative with Retirement Plan Advisors, LLC. Sarah has been in the financial services industry for over 10 years and has experience in providing financial planning, portfolio management and retirement planning services to a variety of clients, including individuals, families, businesses and institutions. Sarah has a strong background in financial planning and holds the Series 7TO and Series 66 licenses. She is also a licensed insurance agent. Sarah is passionate about helping her clients achieve their financial goals.

Firm Information

Sarah McKinzie 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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Sarah McKinzie’s Registration & Firm History

MO

03/09/2021 - Present

Retirement Plan Advisors, LLC (JEFFERSON CITY MO)

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Licenses & Designations

BOTH

Issued 03/05/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/12/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/27/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah C McKinzie.
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