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RETIREMENT INCOME PLANNING LLC
CRD 330113
2310 CROSSROADS DRIVE, SUITE 4700, MADISON, WI, 53718, United States
Phone
608-807-1100
Fax
608-338-1995
Registration
— (—)
Source
State registered
Total AUM
$61.8M
Discretionary AUM
$61.8M
Team
6 total employees; 1 advisory reps; 34 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 155 | $42.3M |
| High net worth individuals | 12 | $19.5M |
All web addresses on file
Official SEC filing: View on IAPD