RETIREMENT BENCHMARK, LLC
CRD #147640 SEC #801-113290 KANSAS CITY, MO 866 762 PLAN
SEC Registered
Total AUM
$1.8B
Discretionary
$15M
Employees
4
Clients
--
Accounts
5,370
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2023
- 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 |
|---|---|---|---|---|
| BREWTON, ROBIN, DENISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BREWTON, ROBIN, DENISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LANFRANCA, CHRISTOPHER, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANFRANCA, CHRISTOPHER, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANFRANCA, CHRISTOPHER, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANFRANCA, CHRISTOPHER, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANFRANCA, CHRISTOPHER, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANFRANCA, CHRISTOPHER, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEYER, WILLIAM, HENRY | I | MANAGING PRINCIPAL | NA | Control |
| MEYER, WILLIAM, HENRY | I | MANAGING PRINCIPAL, CCO | NA | Control |
| MEYER, WILLIAM, HENRY | I | MANAGING PRINCIPAL | NA | Control |
| MEYER, WILLIAM, HENRY | I | MANAGING PRINCIPAL, CCO | NA | Control |
| MEYER, WILLIAM, HENRY | I | MANAGING PRINCIPAL, CCO | NA | Control |
| MEYER, WILLIAM, HENRY | I | MANAGING PRINCIPAL | NA | Control |
| MEYER, WILLIAM, HENRY | I | MANAGING PRINCIPAL | NA | Control |
| MEYER, WILLIAM, HENRY | I | MANAGING PRINCIPAL, CCO | NA | Control |
| MEYER, WILLIAM, HENRY | I | MANAGING PRINCIPAL, CCO | NA | Control |
| MEYER, WILLIAM, HENRY | I | MANAGING PRINCIPAL | NA | Control |
| MEYER, WILLIAM, HENRY | I | MANAGING PRINCIPAL | NA | Control |
| MEYER, WILLIAM, HENRY | I | MANAGING PRINCIPAL | NA | Control |
| MEYER, WILLIAM, HENRY | I | MANAGING PRINCIPAL | NA | Control |
| MOC2, INC. | DE | TRUSTEE | E | Control |
| MOC2, INC. | DE | MEMBER | E | Control |
| MOC2, INC. | DE | MEMBER | E | Control |
| MOC2, INC. | DE | MEMBER | E | Control |
| MOC2, INC. | DE | MEMBER | E | Control |
| MOC2, INC. | DE | MEMBER | E | Control |
| MOC2, INC. | DE | MEMBER | E | Control |
| MOC2, INC. | DE | MEMBER | E | Control |
| MOC2, INC. | DE | MEMBER | E | Control |
| MOC2, INC. | DE | MEMBER | E | Control |
| MOC2, INC. | DE | MEMBER | E | Control |
| MOC2, INC. | DE | MEMBER | E | Control |
| MOC2, INC. | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AUNST8, INC. | DE | MOC2, INC. | E | Control |
| AUNST8, INC. | DE | MOC2, INC. | E | Control |
| MOC10, INC. | DE | MOC2, INC. | E | Control |
| MOC10, INC. | DE | MOC2, INC. | E | Control |
| MOC10, INC. | DE | MOC2, INC. | E | Control |
| MOC10, INC. | DE | MOC2, INC. | E | Control |
| MOC10, INC. | DE | MOC2, INC. | E | Control |
| MOC10, INC. | DE | MOC2, INC. | E | Control |
| MOC10, INC. | DE | MOC2, INC. | E | Control |
| MOC10, INC. | DE | MOC2, INC. | E | Control |
| MOC10, INC. | DE | MOC2, INC. | E | Control |
| MOC10, INC. | DE | MOC2, INC. | E | Control |
Registrations
Federal
IA
Mar 31, 2023 REGISTERED
Notice Filings (2)
KS MO
Address
4600 MADISON SUITE 650KANSAS CITY, MO 64112
United States
Phone: 866 762 PLAN