INTENTIONAL RETIREMENT, LLC

CRD 310655 · SEC 801-129915

Visit website

17117 OAK DRIVE, SUITE D, OMAHA, NE, 68130, United States

Phone

402-885-9090

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$150.0M

Discretionary AUM

Team

2 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingFINANCIAL CONSULTING NOT RESULTING IN A FINANCIAL PLAN

Client types

Type	Clients	AUM
Individuals	213	$40.9M
High net worth individuals	75	$106.6M
Corporations/business entities	5	$1.4M

States served

IA, NE, TX

All web addresses on file

https://www.youtube.com/c/IntentionalRetirement
https://www.instagram.com/intentionalretirement/
http://www.intentionalretirement.com
http://www.facebook.com/intentionalretirement/

Official SEC filing: View on IAPD