Edward
Kindler

Retirement Plan Advisors, LLC

CRD#5269232
Investment Advisor
in Galloway, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Edward Kindler is a financial advisor based in Galloway, Ohio, working with Retirement Plan Advisors, LLC. Edward has previously held positions at Pnc Investments, Pnc Bank, Pnc Investments, LLC, and Cambridge Investment Research, Inc. Edward has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Edward is part of Retirement Plan Advisors, LLC, which operates out of Galloway, Ohio. 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, Series 66

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

Galloway, OH

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Retirement Plan Advisors, LLC Brokerage Details

Total Assets Under Management

$1,472,433,912

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

43

OH Average: 44
Total Number of Accounts

9,654

OH Average: 2,564
Average Account Size

$152,521

OH 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

Edward Kindler Work History

2024 - Present (0 year)

Cambridge Investment Research, Inc

2016 - 2023 (7 years)

Pnc Investments, LLC

2014 - 2016 (2 years)

Pnc Investments

2014 - 2016 (2 years)

Pnc Bank

Disclosures

Please visit the SEC profile of Edward Kindler 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

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

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started