Gwendolyn Mary Nale
Investment adviser representative at Retirement Planners of America
10 yearsExperience
1 stateRegistered in
$3.6BFirm assets
15 yearsFirm in business
Are you Gwendolyn Mary Nale? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Retirement Planners of AmericaJul 2022 to now
- Tarrant County Criminal District Attorney's OfficeJan 2022 to Jun 2022
- Travis County Attorney's OfficeMay 2020 to Jan 2022
- City of Austin City Attorney's OfficeFeb 2020 to May 2020
- Law Office of Rick CoferNov 2019 to Feb 2020
- UnemployedMay 2019 to Nov 2019
- Catholic University of America, Columbus School of LawAug 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Retirement Planners of America
Legal name: Rpoa Advisors, Inc.
$3.6BAssets managed
5,657Clients
33Advisers
15 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
- 7599639
- Firm CRD
- 157222