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9467 Montgomery Road, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APP_PEND_IARCE | 2026-01-01 |
| OH | RA | APPROVED | 2011-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Plan Advisors Llc | Cincinnati | OH | 08/2011 | Present |
| Akippins Inc | Cincinnati | OH | 12/2006 | Present |
| Institutional Fiduciary Assurance Llc | Cincinnati | OH | 06/2008 | Present |
AKIPPINS INC. 900 MIAMI AVE TERRACE PARK, OH 45174 S-CORP NATURE OF BUSINESS: INSURANCE SERVICES TITLE: PRESIDENT TIME SPENT: 10% COMPENSATION: COMMISSIONS RETIREMENT PLAN ADVISORS LTD. RIA LIMITED LIABILITY CORP PRESIDENT TIME SPENT - 80% COMP: SALARY & PROFITS ANNUAL INCOME $150,000 INSTITUTIONAL FIDUCIARY ASSURANCE, LLC MANAGING DIRECTOR AND CO-OWNER TIME SPENT: 10% COMP: FEES/ $5000.00
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-02 |
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