Nicole Marie Offerman
Investment adviser representative at Rtd Financial Advisors Inc
18 yearsExperience
1 stateRegistered in
$2.7BFirm assets
43 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Rtd Financial Advisors, Inc.Apr 2018 to now
- Innovative Investment Fiduciaries, LLCMar 2014 to Apr 2018
- Innovative Benefit Planning, LLCOct 2008 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Rtd Financial Advisors Inc
$2.7BAssets managed
837Clients
20Advisers
43 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
- 5050780
- Firm CRD
- 110744