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Mari Elizabeth Erb

Investment adviser representative at Rps Retirement Plan Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$336.3MFirm assets

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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 feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Pension consulting

Experience

11 years in the industry.

  1. Rps Retirement Plan AdvisorsApr 2022 to now
  2. Richard P. Slaughter Associates, Inc.Jul 2018 to Apr 2022
  3. Demming Financial Services Corp.May 2017 to Aug 2017
  4. ThreadFeb 2016 to May 2018
  5. Bath & Body WorksAug 2015 to Dec 2017
  6. AhearnAug 2015 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (TX).

Rps Retirement Plan Advisors

$336.3MAssets managed
31Clients
4Advisers
4 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
6712904
Firm CRD
319220
Advisor's SEC record (opens in a new tab)
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