Jeanne
Badeaux-Carnline

Retirement Plan Advisors, LLC

CRD#1443982
Investment Advisor
in Chicago, IL

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About this Advisor

Jeanne Badeaux-Carnline is a financial advisor based in Chicago, Illinois, working with Retirement Plan Advisors, LLC. Jeanne has previously held positions at Cambridge Investment Research, Inc and Retirement Plan Advisors, LLC. Jeanne has passed the Series 63 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Jeanne is part of Retirement Plan Advisors, LLC, which operates out of Chicago, Illinois. The firm has 26 offices and 43 employees. The firm manages assets totaling $1.5 billion and offers a range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Retirement Plan Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

29 E. Madison St. Suite 500
Chicago, IL 60602-3205

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Retirement Plan Advisors, LLC Brokerage Details

Total Assets Under Management

$1,472,433,912

IL Average: $6,674,516,078
Total Number of Employees

43

IL Average: 44
Total Number of Accounts

9,654

IL Average: 2,564
Average Account Size

$152,521

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jeanne Badeaux-Carnline Work History

2008 - Present (16 years)

Retirement Plan Advisors, LLC

2005 - Present (19 years)

Cambridge Investment Research, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jeanne Badeaux-Carnline 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 Retirement Plan Advisors, LLC

Taylor Kistner
Chicago, IL
Edward Kindler
Galloway, OH
Kenneth Mergen
Chicago, IL
Debra Anton
Chicago, IL
Edward Tritschler
Saint Peters, MO
Timothy Harden
Saint Peters, MO
Alexander Gault
Chicago, IL
Brett Pendleton
Chicago, IL

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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