Angel Luis Nieves
Investment adviser representative at Retirement Plan Advisors, LLC
17 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
17 years in the industry.
- Retirement Plan Advisors, LLCApr 2026 to now
- Cambridge Investment Research, Inc.Jan 2025 to now
- Database Financial Services IncDec 2009 to now
- Ameritas Investment Company, LLCMar 2022 to Dec 2024
- Ameritas Life Insurance CorpMar 2022 to Dec 2024
- Woodbury Financial Services, Inc.Mar 2019 to Mar 2022
- Questar Capital CorporationJun 2017 to Mar 2019
- Ameritas Investment CorpMar 2010 to Jun 2017
- Ameritas Life Insurance CorpDec 2009 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5764760
- Firm CRD
- 122758