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Current Employers
Retirement Plan Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2006-02-17
  • MO RA
    APPROVED
    Since 2006-02-17

Branch Locations

1 Mid Rivers Mall Drive, St. Peter'S, MO 63376 • 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
Foodmaker Franchises Inc St. Charles MO 12/1996 Present
Cambridge Investment Research, Inc Fairfield IA 09/2005 Present
Retirement Plan Advisors, Llc Chicago IL 01/2006 Present
  • 12/1996 → Present
    Foodmaker Franchises Inc
    St. Charles, MO
  • 09/2005 → Present
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 01/2006 → Present
    Chicago, IL
Other Businesses

1) RETIREMENT PLAN ADVISORS, 1 MID RIVERS MALL DR, STE 358, ST PETERS, MO, 9/01/2005 CPA/ENROLLED AGENT/TAX PREP/ACCOUNTING SERVICES, INV REL - 20 HR/WK - .1/TRADING. 2) RETIREMENT PLAN ADVISORS, 1 MID RIVERS MALL DR, STE 358, ST PETERS, MO, 9/01/2005 OWNER, INDEPENDENT AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, ADV REP OF A REGISTERED INVESTMENT ADVISOR, FINANCIAL ADVISOR, INV REL - 35 HR/WK - 7 HRS/WK TRADING. 3) FATHER'S CLUB FOR VISITATION 3020 NORTH BALLAS ROAD ST. LOUIS, MO BEGAN 9/1/10 AS VICE PRESIDENT MEETING ORGANIZATION, VOLUNTEER COORDINATION AND RECRUITMEMT, AND COMMINICATION WITH THE DADS. NOT INVESTMENT RELATED. DEVOTES 1-5 HRS/MNTH. DURING TRADING. 4) ANDY TRACHSEL, 15 TRAPPERS WAY, ST CHARLES, MO, OWNER, LEASE PROPERTY TO INDIVIDUALS AND/OR ENTITIES, 01/06/21, 0 HR/YR- 0/TRADING HR. 5) VISITATION ACADEMY, 3020 N. BALLAS RD. ST. LOUIS MO 63131, BOARD OF TRUSTEES, SERVE AS A STRATEGIC GUIDE FOR THE SCHOOL ALONG WITH ALL OTHER TRUSTEES, 09/10/2021, 2 HR/MONTH 2 HR/MONTH TRADING 6) RETIREMENT PLAN ADVISORS HOLDINGS, INC, 105 W Adams St, Suite 2175, Chicago IL 60603, United States, 01/01/2022, Owner, Owner/Partner of a Business Entity, INV REL, 1 HR/MO - 0 HR/MO TRADING 7) VISITATION ACADEMY, 3020 N. Ballas Rd., St. Louis, MO 63131, 08/2026, Finance Committee Chair, Volunteer, INV REL, 10 HR/MO - 5 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-20
S63 Uniform Securities Agent State Law Examination 1994-05-27
  • S66 Uniform Combined State Law Examination
    2005-10-20
  • S63 Uniform Securities Agent State Law Examination
    1994-05-27
Other Names
  • Andy Trachsel

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