RIA Intelligence

RETIREMENT PLANNING SERVICES, INC.

CRD #133247 SEC #801-63713 OAK RIDGE, TN 865-220-9311
SEC Registered
Total AUM
$34.3M
Discretionary
$34.3M
Employees
5
Clients
10
Accounts
231

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
JUNE
Registration Date
--
Latest Filing
May 11, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HALL, STEVEN, STANTONIPRESIDENTE Control
HALL, STEVEN, STANTONICHIEF COMPLIANCE OFFICERE Control
HALL, STEVEN, STANTONIMANAGING MEMBERE Control
HALL, STEVEN, STANTONIPRESIDENTE Control
HALL, STEVEN, STANTONICHIEF COMPLIANCE OFFICERE Control
HALL, STEVEN, STANTONIPRESIDENTE Control
HALL, STEVEN, STANTONICHIEF COMPLIANCE OFFICERE Control
HALL, STEVEN, STANTONIMANAGING MEMBERE Control

Registrations

Federal

IA
May 11, 2007 REGISTERED

Notice Filings (1)

TN

Address

1062 OAK RIDGE TURNPIKE
SUITE 200
OAK RIDGE, TN 37830-6479
USA
Phone: 865-220-9311