THE RETIREMENT PLANNING SPECIALISTS, LLC
CRD #116858 SEC #801-81183 GREENWOOD VILLAGE, CO 303-771-3088
SEC Registered
Total AUM
$187.3M
Discretionary
$186.4M
Employees
4
Clients
51
Accounts
799
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 7, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
| CURLEY, SEAN, FRANKLIN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | E | Control |
Registrations
Federal
IA
Dec 7, 2021 REGISTERED
Notice Filings (7)
CA CO FL MA NE NH TX
Address
5460 S. QUEBEC STSUITE 333
GREENWOOD VILLAGE, CO 80111
United States
Phone: 303-771-3088