Randall Alan Nelson
Investment adviser representative at Retirement Plan Advisors, LLC
23 yearsExperience
2 statesRegistered in
$3.5BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Retirement Plan Advisors, LLCJun 2023 to now
- Cambridge Investment Research, Inc.Feb 2003 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Retirement Plan Advisors, LLC
$3.5BAssets managed
10,031Clients
46Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2032606
- Firm CRD
- 122758