Moylan Kropp Retirement Planning, LLC is a large advisory firm based in Omaha. It manages $60 million of regulatory assets for 350 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Iowa, Nebraska, and Texas.
Moylan Kropp Retirement Planning provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Moylan Kropp Retirement Planning, LLC is $60 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Moylan Kropp Retirement Planning, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Moylan Kropp Retirement Planning, LLC performs its advisory services is located at 1010 South 120 Th Street, Omaha, NE 68154, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 402-390-9066 or by fax 402-390-9180. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.