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Vice President of Employer Retirement Plan Services · RTD Financial Advisors Inc

Nicole M. Offerman

CRD 5050780 · Named on Form ADV at one SEC-registered adviser

At a glance

RTD Financial Advisors Inc, an SEC-registered wealth manager based in Philadelphia, PA with $2.7 billion in regulatory assets, lists Nicole M. Offerman on its Form ADV as Vice President of Employer Retirement Plan Services.

Firms and roles

  • RTD Financial Advisors IncVice President of Employer Retirement Plan ServicesWealth manager · Philadelphia, PA · $2.7B in regulatory assets

AtlasMembers

Nicole’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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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 (11)

6 more people named with Nicole on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

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