Ceo/president · Retirement Planning Solutions, LLC
Michael J. Ellison
CRD 2167438 · Named on Form ADV at one SEC-registered adviser
At a glance
Retirement Planning Solutions, LLC, an SEC-registered wealth manager based in Louisville, KY with $467 million in regulatory assets, lists Michael J. Ellison on its Form ADV as Ceo/president, a control person.
Firms and roles
- Retirement Planning Solutions, LLCCeo/presidentWealth manager · Louisville, KY · $467M in regulatory assets
AtlasMembers
Michael’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
- Sonia A. GoforthChief Compliance Officer, Retirement Planning Solutions, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.