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Michael Quinlivan

Pension Planning Solutions, Inc.

Greensboro, NC

CRD 1001618

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Employer firm

Pension Planning Solutions, Inc. CRD 126393

$8.71M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Pension Planning Solutions, Inc.

301 South Elm Street Suite 1008, Greensboro, NC 27401 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-06-23
  • NC RA
    APPROVED
    Since 2025-06-23

Branch Locations

301 South Elm Street Suite 1008, Greensboro, NC 27401 • 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
Presidium Retirement Advisers, Inc. Greensboro NC 07/2006 Present
  • 07/2006 → Present
    Presidium Retirement Advisers, Inc.
    Greensboro, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-26
S63 Uniform Securities Agent State Law Examination 1981-10-22
  • S65 Uniform Investment Adviser Law Examination
    1999-06-26
  • S63 Uniform Securities Agent State Law Examination
    1981-10-22
Designations
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Bradley Donald Ross
Douglas Kenely
Ashley Cook

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

More in Greensboro, NC

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