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Retirement Planners Of America CRD 157222
$3.59B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2820 Dallas Parkway, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Diego Padres | San Diego | CA | 11/2015 | 12/2022 |
| Retirement Planners Of America | Plano | TX | 12/2022 | Present |
Since 2020, Mr. Klotsche has been a partner with Protected Patriots, LLC, which sells safety stickers and apparel and is not investment related. The business is located at 16192 Coastal Highway, Lewes DE 19958. The business is currently being wound down, therefore, Mr. Klotsche devotes 0 hours of his time per month and during the trading day, to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-22 |
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