A complete list of active advisors currently associated with Retirement Planning Specialists - Midwest, LLC

Warmer can help you find a great advisor at Retirement Planning Specialists - Midwest, LLC or one who fits your needs even better.

Retirement Planning Specialists - Midwest provides financial planning and consulting to individual clients and refers investment assets to a third‑party money manager for discretionary portfolio management. The firm also offers free educational seminars and workshops and provides hourly financial planning and topic‑specific consultations. RPS does not manage client assets directly; it exclusively refers accounts to a third‑party manager (Gradient Investments, LLC) and acts as a liaison, monitoring quarterly statements and relaying client instructions while the third‑party manager executes trades and bills advisory fees. Financial planning work is billed hourly and delivered on a project basis, and RPS does not take custody of client assets or exercise trading discretion. Notable distinctions include that the firm’s principal maintains an active insurance business, spending roughly half of her time as an insurance agent and receiving customary commissions for insurance sales, a potential conflict the brochure discloses. The firm also disclosed a regulatory matter — a June 2024 consent order with the State of Nebraska related to transacting without registration and a payment of $8,720 — and, unlike most peers, RPS itself does not charge percentage‑of‑AUM advisory fees or provide direct portfolio management.

To learn more about the advisors currently working at Retirement Planning Specialists - Midwest, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.