Edward James Tritschler
Investment adviser representative at Retirement Plan Advisors, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Retirement Plan Advisors, LLCAug 2022 to now
- Cambridge Investment Reserach, Inc.Aug 2022 to now
- Harvester Church of ChristJul 2019 to now
- Aria Retirement Solutions, IncJan 2021 to Aug 2022
- Ef Legacy Securities, LLCJan 2021 to Aug 2022
- Planmember Securities CorporationMar 2020 to Dec 2020
- Fidelity Security Life InsuranceApr 2014 to Dec 2020
- Forrest T. Jones & Co., Inc dba Ftj Retirement AdvisorsApr 2014 to Dec 2020
- National Pension & Group Consultants, Inc.Apr 2014 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 3214269
- Firm CRD
- 122758