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Amanda N Hopkins Clouser

Rcs Financial Planning, LLC

Annapolis, MD

CRD 6978143

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Employer firm

Rcs Financial Planning, LLC CRD 291678

$281M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Rcs Financial Planning, Llc

130 Admiral Cochrane Drive Suite 200, Annapolis, MD 21401 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-02-05
NC RA APPROVED 2024-08-01
  • MD RA
    APPROVED
    Since 2025-02-05
  • NC RA
    APPROVED
    Since 2024-08-01

Branch Locations

130 Admiral Cochrane Drive Suite 200, Annapolis, MD 21401 • 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
Rcs Financial Planning, Llc Annapolis MD 04/2018 Present
My Home Annapolis MD 06/2017 04/2018
Tiaa New York NY 10/2008 06/2017
  • 04/2018 → Present
    Annapolis, MD
  • 06/2017 → 04/2018
    My Home
    Annapolis, MD
  • 10/2008 → 06/2017
    Tiaa
    New York, NY
Designations
  • Chartered Financial Analyst
Other Names
  • Amanda N Clouser
  • Amanda Hopkins
  • Amanda N Hopkins Clouser

View on SEC IAPD

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