Retirement Corporation of America- Financial Advisor Cincinnati, OH

Home > Financial Advisor Directory > ohio > cincinnati

About Retirement Corporation of America

RCA traces its roots back to 1988, when the original advisory firm was formed by the Kiley family. From the very beginning, the RCA vision was focused on a disciplined process of helping clients create a customized Family Master Plan. This plan defines financial and lifestyle objectives and outlines specific investment strategies for helping accomplish those objectives. To this day, the same principles apply as RCA focuses on helping you define and reach your goals.

Our purpose is to help provide a path, connecting you to the future you desire- whether you're investing for financial growth, preparing to send kids or grandkids to college, planning for your retirement, or working toward some other goal. We can help you understand your financial options, while addressing key risks you may face, to help build your achievable strategy.

RCA'S dedicated and passionate team will work hard on your behalf to help bridge the gap between where you are and where you want to go. As your situation or objectives change, we will be here for you to discuss ways to adapt your Strategy.

See Disclosures

General Information

Firm Start Year

1988

No. of Employees

CRD#

6315979

Firm CRD#

283816

Name of Custodial Firm

Fidelity and Schwab

Years of Experience in Financial Services

Work with the following types of clients

Investment Clubs, Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, AWMA^®, CRPS^®, CRPC^®, APMA^®

Securities Licenses

Series 63, Series 65

Insurance and Annuity Licenses

Variable Annuity, Life, Annuity, Long Term Care, Variable Life, Casualty

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

700,000,000.00

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$700,000,000.00

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Fee % Based on Assets

Varies

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892624/paladinregistry-Retirement-Corporation-of-America-detailed-disclosure.html

Disclaimer

Investment Advice offered through Stratos Wealth Advisors, LLC. Stratos Wealth Advisors and Retirement Corporation of America are separate entities. Trading instructions sent via email, fax or voicemail will not be honored. There is no assurance that these messages can be retrieved on a timely basis, nor is there any sure method of confirming the customers identity. The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Retirement Corporation of America