linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Taylor John Kistner

Retirement Plan Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Taylor? Claim Your Profile

About Taylor John Kistner

Taylor John Kistner is a financial advisor with Retirement Plan Advisors, LLC. Taylor has been a financial advisor for over 13 years and has experience in a variety of financial services. Taylor's experience includes roles at Harris Associates Securities L.P. and MetLife Securities Inc. Taylor is a Chartered Financial Analyst and has passed the Series 6 and Series 63 exams. Taylor is registered with the state of Illinois.

Firm Information

Taylor Kistner 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Taylor Kistner’s Registration & Firm History

IL

12/21/2022 - Present

Retirement Plan Advisors, LLC (CHICAGO IL)

IL

12/22/2010 - 05/29/2014

HARRIS ASSOCIATES SECURITIES L.P. (CHICAGO IL)

IL

02/20/2009 - 08/19/2009

METLIFE SECURITIES INC. (DOWNERS GROVE IL)

Not sure if Taylor John Kistner is right for you?

Licenses & Designations

BC

Issued 03/27/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/19/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Taylor John Kistner.
Not sure if Taylor John Kistner is right for you?