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Taylor John Kistner

Retirement Plan Advisors, LLC

Chicago, IL

CRD 5638383

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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
IL RA APPROVED 2022-12-21
  • IL RA
    APPROVED
    Since 2022-12-21

Branch Locations

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
Marco Consulting Group Chicago IL 06/2015 01/2017
Segal Marco Advisors Chicago IL 01/2017 06/2018
Segal Marco Advisors Chicago IL 07/2018 11/2022
Retirement Plan Advisors, Llc Chicago IL 12/2022 Present
  • 06/2015 → 01/2017
    Marco Consulting Group
    Chicago, IL
  • 01/2017 → 06/2018
    Segal Marco Advisors
    Chicago, IL
  • 07/2018 → 11/2022
    Segal Marco Advisors
    Chicago, IL
  • 12/2022 → Present
    Retirement Plan Advisors, Llc
    Chicago, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-03-27
  • S63 Uniform Securities Agent State Law Examination
    2009-03-27
Designations
  • Chartered Financial Analyst
Other Names
  • T.J. Kistner
  • Taylor Kistner
  • Tj Kistner

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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