Michael
Battaglia
Retirement Planning Solutions, LLC
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About this Advisor
Michael Battaglia is a financial advisor operating in Louisville, Kentucky with 1 year of industry experience. Battaglia works at Retirement Planning Solutions, LLC. Over the course of their career, Battaglia has held roles at Secure Life Benefits, Casey Wealth Consultants, Global Financial Private Capital, LLC, Ae Wealth Management, LLC, Legacy Advisory Services, Michael Battaglia Ii, Sole Proprietor and Retirement Planning Solutions, LLC. Battaglia has a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Kentucky. Retirement Planning Solutions, LLC is a firm that has its headquarters in Louisville, KY. It has offices in two locations and a total of nine employees. It oversees $195 million in assets under management between its 1,230 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,230 customer accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial advisory services usually vary depending on which services the firm provides the client. Fee types charged by Retirement Planning Solutions, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Retirement Planning Solutions, LLC Brokerage Details
$194,822,330
9
1,230
$158,392
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Michael Battaglia Work History
Michael has been registered as a financial advisor for 1 years.*
Retirement Planning Solutions, LLC
Legacy Advisory Services
Michael Battaglia Ii, Sole Proprietor
Ae Wealth Management, LLC
Casey Wealth Consultants
Global Financial Private Capital, LLC
Secure Life Benefits
*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 Michael Battaglia 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 Planning Solutions, LLC
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
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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