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Michael Allan Parker

Retirement Plan Advisors, LLC

Frisco, TX

Chicago, IL

CRD 7086514

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Employer firm

Retirement Plan Advisors, LLC CRD 122758

$3.54B regulatory AUM 25 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Retirement Plan Advisors, Llc

29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-01
  • TX RA
    APPROVED
    Since 2023-03-01

Branch Locations

6371 Preston Road, #150, Frisco, TX 75034 • United States

29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • 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
Independent Financial Partners Tampa FL 03/2019 02/2023
City Of Mesquite Mesquite TX 08/1990 02/2020
Retirement Plan Advisors, Llc Chicago IL 03/2023 Present
Previous Registrations
Other Businesses

(1) City Council Member; City of Post Oak Bend - 1175 CR 278, Post Oak Bend, TX 75142; Not-investment related; Duties include approval of budget, creating/repealing/approving city ordinances, setting local tax rate, supervision of city staff, serving the needs of citizens as allowed by federal, sate and local law; start 8/16/19.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-11
  • S65 Uniform Investment Adviser Law Examination
    2019-03-11
Other Names
  • Michael Parker

View on SEC IAPD

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