RETIREMENT PLANNING SPECIALISTS, INC.
CRD #113749 SEC #801-60548 NEENAH, WI 920-722-4039
SEC Registered
Total AUM
$39.2M
Discretionary
$0
Employees
5
Clients
251
Accounts
403
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2006 | $39.2M | $0 | $39.2M | 5 | -- |
| Sep 2005 | $39.2M | $0 | $39.2M | 5 | -- |
| Jan 2005 | $34.9M | $0 | $34.9M | 5 | -- |
| Oct 2003 | $27.2M | $27.2M | $0 | 10 | -- |
| Apr 2002 | $43.3M | $28.7M | $14.6M | 5 | -- |
| Aug 2001 | $39.1M | $18.7M | $20.4M | 10 | -- |
DateFeb 2006
Total AUM$39.2M
Discretionary$0
Non-Disc.$39.2M
Employees5
Clients--
DateSep 2005
Total AUM$39.2M
Discretionary$0
Non-Disc.$39.2M
Employees5
Clients--
DateJan 2005
Total AUM$34.9M
Discretionary$0
Non-Disc.$34.9M
Employees5
Clients--
DateOct 2003
Total AUM$27.2M
Discretionary$27.2M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$43.3M
Discretionary$28.7M
Non-Disc.$14.6M
Employees5
Clients--
DateAug 2001
Total AUM$39.1M
Discretionary$18.7M
Non-Disc.$20.4M
Employees10
Clients--