RK Retirement Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RK Retirement Solutions LLC is a state-registered, fee-based advisory firm overseeing about $21.5 million for roughly 92 clients through a two-advisor team. The firm provides ongoing discretionary asset management and financial planning for individuals and small businesses and, for some clients, uses a third‑party turnkey asset management program in its delivery model.
Investment portfolios are built from documented client objectives and risk tolerances and are managed using approaches such as modern portfolio theory, fundamental, technical and cyclical analysis; the firm typically accepts discretionary trading authority and bills advisory fees on an asset-based schedule. An investment committee arrangement with a third party meets periodically to review market topics while each adviser retains responsibility for client‑specific implementation.
Notable distinctions include a recent civil lawsuit filed in April 2026 alleging negligence, breach of contract, breach of fiduciary duty, and fraud related to a historic recommendation; the matter was resolved by mutual financial settlement in August 2026 and dismissed with prejudice without an admission of liability. The firm also reports a client mix that does not include high‑net‑worth individuals despite listing them among potential client types, and it does not sell commissioned products while its managing principal has affiliations with entities that offer insurance products.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% Over $1,000,000+: Negotiable
Main office
See officeSun City West AZ
Advisors at this office
1
Most active in
Arizona · Minnesota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Robert K
Series 63, Series 65
Sun City West, AZ
RK Retirement Solutions LLC
Robert Kromer Jr. is a financial advisor with RK Retirement Solutions LLC in Sun City West, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include over two decades at Midwest Financial Group, Inc., followed by positions at Securities America, Inc. and Securities America Advisors, Inc. before joining RK Retirement Solutions in 2017. RK Retirement Solutions LLC is a fee-based advisory firm serving individuals and small businesses, managing approximately $21.5 million in assets for about 92 clients. The firm employs discretionary asset management and financial planning, utilizing strategies including modern portfolio theory and fundamental, technical, and cyclical analysis.
Jeremy K
Series 65
Saint Paul, MN
RK Retirement Solutions LLC
Jeremy Kromer is a financial advisor with RK Retirement Solutions LLC in Saint Paul, MN. He holds a Series 65 designation and has five years of industry experience, including five years at North American Banking Company prior to joining his current firm. RK Retirement Solutions LLC is a state-registered, fee-based advisory firm serving individuals and small businesses. The firm manages approximately $21.5 million for about 92 clients, using discretionary asset management and financial planning guided by client objectives, risk tolerances, and various analytical approaches.
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