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Clifford Tungen Kwan

Retirement Planners Of America

Plano, TX

Pasadena, CA

Irvine, CA

CRD 4482210

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Employer firm

Retirement Planners Of America CRD 157222

$3.59B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Retirement Planners Of America

2820 Dallas Parkway, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-10-08
  • CA RA
    APPROVED
    Since 2014-10-08

Branch Locations

2820 Dallas Parkway, Plano, TX 75093 • United States

790 East Colorado Boulevard Suite 560, Pasadena, CA 91101 • United States

18500 Von Karman Ave Suite 520, Irvine, CA 92612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mmwkm Advisors, Llc Plano TX 10/2014 Present
  • 10/2014 → Present
    Mmwkm Advisors, Llc
    Plano, TX
Previous Registrations
Other Businesses

INDEPENDENT INSURANCE AGENT FOR THE VARIOUS INDEPENDENT INSURANCE COMPANIES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-15
  • S65 Uniform Investment Adviser Law Examination
    2007-10-15
Designations
  • Certified Financial Planner
Other Names
  • Cliff Kwan

View on SEC IAPD

Nearby Firms

VANGUARD ADVISERS, INC.
TTFCM LLC
BBAE ADVISORS LLC

Nearby Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN

Nearby Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX

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