Beth
Krasnow

Nfp Retirement Inc

CRD#6306705
Investment Advisor
in Beachwood, OH

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About this Advisor

Beth Krasnow is a financial advisor based in Beachwood, Ohio, working with Nfp Retirement Inc. Beth has previously held positions at Pension Solutions Dba Pension Advisors, Financial Telesis Inc, Independent Financial Group, LLC, Adviseme National Advisors, Nfp Retirement, Inc, and Kestra Investment Services LLC. Beth is registered to provide services in California and Ohio. Currently, Beth is part of Nfp Retirement Inc, which operates out of Beachwood, Ohio. 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.

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

28601 Chagrin Blvd. Suite 550
Beachwood, OH 44122

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Nfp Retirement Inc Brokerage Details

Total Assets Under Management

$96,454,495,427

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

219

OH Average: 43
Total Number of Accounts

5,514

OH Average: 3,727
Average Account Size

$17,492,654

OH 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

Beth Krasnow Work History

2022 - Present (2 years)

Kestra Investment Services LLC

2021 - Present (3 years)

Nfp Retirement, Inc

2016 - 2020 (4 years)

Independent Financial Group, LLC

2014 - 2014 (< 1 year)

Financial Telesis Inc

2006 - 2020 (14 years)

Adviseme National Advisors

2000 - 2020 (20 years)

Pension Solutions Dba Pension Advisors

Disclosures

Please visit the SEC profile of Beth Krasnow 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

Sarah Hodian
Aliso Viejo, CA
Holly Knight
Norwell, MA
Alissa Purko
Madison, WI
Timothy Archard
Aliso Viejo, CA
Nicholas Walker
Aliso Viejo, CA
Geoffrey Keeling
Aliso Viejo, CA
Faron Miller
Aliso Viejo, CA
Jared Marx
Aliso Viejo, CA

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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