Brady
Ririe

Nfp Retirement Inc

CRD#5747247
Investment Advisor
in Aliso Viejo, CA

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About this Advisor

Brady Ririe is a financial advisor based in Aliso Viejo, California, working with Nfp Retirement Inc. Brady has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Divergent Wealth Advisors, LLC, Purshe Kaplan Sterling Investments, Inc, Dc Fof Gp 2, LLC, Dc Fof Gp 3, LLC, and Nfp Retirement, Inc. Brady has passed the Series 66 regulatory exam and is registered to provide services in Texas and Utah. Currently, Brady is part of Nfp Retirement Inc, which operates out of Aliso Viejo, California. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

120 Vantis Suite 400
Aliso Viejo, CA 92656

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Nfp Retirement Inc Brokerage Details

Total Assets Under Management

$96,454,495,427

CA Average: $7,578,581,321
Total Number of Employees

219

CA Average: 43
Total Number of Accounts

5,514

CA Average: 3,727
Average Account Size

$17,492,654

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Brady Ririe Work History

2023 - Present (1 year)

Nfp Retirement, Inc

2017 - Present (7 years)

Divergent Wealth Advisors, LLC

2022 - 2023 (1 year)

Dc Fof Gp 2, LLC

2022 - 2023 (1 year)

Dc Fof Gp 3, LLC

2017 - 2022 (5 years)

Purshe Kaplan Sterling Investments, Inc

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2012 - 2017 (5 years)

Morgan Stanley Smith Barney

Disclosures

Please visit the SEC profile of Brady Ririe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nfp Retirement Inc

Steven Festler
Aliso Viejo, CA
Dallin Griffin
South Jordan, UT
Kaden Mckell
Aliso Viejo, CA
Holly Knight
Norwell, MA
Faron Miller
Aliso Viejo, CA
Daniel Bystrom
Aliso Viejo, CA
Daniel Kallus
Houston, TX
Kristen Echols
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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