ARGENT RETIREMENT PLAN ADVISORS, LLC
CRD #165031 SEC #801-78568 NEW ORLEANS, LA 381-251-5800
SEC Registered
Total AUM
$651.9M
Discretionary
$0
Employees
5
Clients
--
Accounts
49
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 3, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, CARRIE, ALANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING DIRECTOR | NA | Control |
| MCGUIRE, MATTHEW, R | I | PRESIDENT | NA | Control |
| MCGUIRE, MATTHEW, R | I | PRESIDENT | NA | Control |
| MCGUIRE, MATTHEW, R | I | PRESIDENT | NA | Control |
| MCGUIRE, MATTHEW, R | I | PRESIDENT | NA | Control |
| MCGUIRE, MATTHEW, R | I | PRESIDENT | NA | Control |
| MCGUIRE, MATTHEW, R | I | PRESIDENT | NA | Control |
| MCGUIRE, MATTHEW, ROBERT | I | PRESIDENT | NA | Control |
| MCGUIRE, MATTHEW, ROBERT | I | PRESIDENT | NA | Control |
| MCGUIRE, MATTHEW, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| MCGUIRE, MATTHEW, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| MCGUIRE, MATTHEW, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| MCGUIRE, MATTHEW, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| MCGUIRE, MATTHEW, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| MCGUIRE, MATTHEW, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| MCGUIRE, MATTHEW, ROBERT | I | MANAGING DIRECTOR | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| MILTON, MARK | I | PRESIDENT | NA | Control |
| McGehee, Lucius, deYampert | I | PRESIDENT | NA | Control |
| McGehee, Lucius, deYampert | I | PRESIDENT | NA | Control |
| McGehee, Lucius, deYampert | I | PRESIDENT | NA | Control |
| McGehee, Lucius, deYampert | I | PRESIDENT | NA | Control |
| McGehee, Lucius, deYampert | I | PRESIDENT | NA | Control |
| McGehee, Lucius, deYampert | I | PRESIDENT | NA | Control |
| McGehee, Lucius, deYampert | I | PRESIDENT | NA | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| ARGENT FINANCIAL GROUP, INC. | DE | MEMBER | E | Control |
| HERITAGE WEALTH MANAGEMENT COMPANY | DE | HOLDING COMPANY | E | Control |
| HERITAGE WEALTH MANAGEMENT COMPANY | DE | HOLDING COMPANY | E | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KNOWLES, ROBERT, BRADLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HERITAGE TRUST COMPANY VOTING TRUST | DE | HERITAGE WEALTH MANAGEMENT COMPANY | D | Control |
| HERITAGE TRUST COMPANY VOTING TRUST | DE | HERITAGE WEALTH MANAGEMENT COMPANY | D | Control |
| HERITAGE TRUST COMPANY VOTING TRUST | DE | HERITAGE WEALTH MANAGEMENT COMPANY | D | Control |
| HERITAGE TRUST COMPANY VOTING TRUST | DE | HERITAGE WEALTH MANAGEMENT COMPANY | D | Control |
| HERITAGE TRUST COMPANY 401(K) ESOP PLAN | DE | HERITAGE WEALTH MANAGEMENT COMPANY | C | Control |
| HERITAGE TRUST COMPANY 401(K) ESOP PLAN | DE | HERITAGE WEALTH MANAGEMENT COMPANY | C | Control |
| HERITAGE TRUST COMPANY 401(K) ESOP PLAN | DE | HERITAGE WEALTH MANAGEMENT COMPANY | C | Control |
| HERITAGE TRUST COMPANY 401(K) ESOP PLAN | DE | HERITAGE WEALTH MANAGEMENT COMPANY | C | Control |
Registrations
Federal
IA
Oct 3, 2025 REGISTERED
Notice Filings (7)
AL LA MS OK SC TN TX
Address
201 ST. CHARLES AVE.SUITE 2420
NEW ORLEANS, LA 70170
United States
Phone: 381-251-5800