Joseph
Hilliard

Retirement Plan Advisors, LLC

CRD#2785496
Investment Advisor
in Chicago, IL

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About this Advisor

Joseph Hilliard is a financial advisor who works in Chicago, Illinois with 13 years of relevant experience. Hilliard currently works for Retirement Plan Advisors, LLC. The advisor has gained experience at Retirement Plan Advisors, LLC and Cambridge Investment Research. Hilliard maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Michigan. Retirement Plan Advisors, LLC is a company headquartered in Chicago, IL. The investment advisory business has offices in 25 locations and a total of 37 financial advisors. It controls $1 billion in total assets between its 7,033 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. The company has a number of services, such as 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. Fees for financial management are based on which service is offered. However, fee types billed by Retirement Plan Advisors, LLC can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

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

$1,097,395,708

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

37

IL Average: 44
Total Number of Accounts

7,033

IL Average: 2,564
Average Account Size

$156,035

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

Joseph Hilliard Work History

Joseph has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Retirement Plan Advisors, LLC

2000 - Present (24 years)

Cambridge Investment Research

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Hilliard 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

Timothy Harden
Saint Peters, MO
Duncan Pray
Chicago, IL
Debra Anton
Chicago, IL
Scott Burbank
Chicago, IL
Edna Delphin
Chicago, IL
Robert Mangano
Cherry Hill, NJ
Thomas Clooney
Chicago, IL
Phillip Holstrom
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. 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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