Retirement Planners of America

Overview

Retirement Planners of America is an SEC registered investment adviser based in Plano, TX, registered since 2011. It reports $3.6B in assets under management across 13,358 accounts, with 126 employees. It has 33 investment adviser representatives.

Reported AUM

$3.6B

Discretionary

99%

Accounts

13,358

Average account

$269K

Employees

126

Advisory reps

33

Registered since

2011

Jurisdictions

43

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 6

• Kenneth Alfred Moraif President, Chief Executive Officer, Trustee CRD 1934643
• Christopher Todd Winkler Chief Financial Officer CRD 2413236
• Jordan Michael Roach Chief Investment Officer CRD 6138878

3 more executive officers, with direct contact details

Advisory reps 3 of 33

• Karli Rae Bradley Investment Adviser Rep CRD 5882146
• Jacqelyn Brian Investment Adviser Rep CRD 7765272
• John A Broderick Insurance Agent · Investment Adviser Rep CRD 6454586

30 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2820 Dallas Pkwy
Plano, TX 75093

County

Collin

Metro area

Dallas-Fort Worth-Arlington, TX

Region

South

Registrations

• SEC registered
• Registered in 43 jurisdictions
• Website: vimeo.com/rpofamerica

Every state, with registration dates

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