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Managing Member · Retireright Consulting Group

Brian R. Ormord

CRD 2470919 · Named on Form ADV at one SEC-registered adviser

At a glance

Retireright Consulting Group, an SEC-registered asset manager based in West DES Moines, IA with $561 million in regulatory assets, lists Brian R. Ormord on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Henry D. KinneyManaging Member & Chief Compliance Officer, Retireright Consulting Group
  • Dirk M. DixonManaging Member, Retireright Consulting Group

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.