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JB

Jeanne H. Badeaux-carnline

RETIREMENT PLAN ADVISORS
ALEXANDRIA, LA
Some features on this profile are disabled
CRD#: 1443982
JB

Professional summary

Jeanne H. Badeaux-carnline, who also goes by Jeanne H Badeaux, Jeanne Helene Badeaux, Jeanne Helene Badeaux-carnline, is a registered financial advisor currently at RETIREMENT PLAN ADVISORS, LLC located in Alexandria, Louisiana and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Alexandria, Louisiana.

Jeanne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Jeanne has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeanne H Badeaux | Jeanne Helene Badeaux | Jeanne Helene Badeaux-Carnline

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeanne H. Badeaux-carnline's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 4, 2008 - Present

RETIREMENT PLAN ADVISORS, LLC

RIA
CRD#: 122758
ALEXANDRIA, LA
Current

July 21, 2005 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
ALEXANDRIA, LA
Past

September 28, 2006 - December 31, 2007

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
ALEXANDRIA, LA
Past

May 23, 2002 - July 18, 2005

SISUNG SECURITIES CORPORATION

BD
CRD#: 25752
METAIRIE, LA
Past

May 8, 2000 - May 20, 2002

SUNSET FINANCIAL SERVICES, INC.

BD
CRD#: 3538
KANSAS CITY, MO
Past

August 2, 1990 - March 31, 2000

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

February 9, 1987 - April 7, 1990

CAPITAL ONE INVESTMENTS, LLC

BD
CRD#: 17526
NEW ORLEANS, LA
Past

April 25, 1986 - August 7, 1986

WALL STREET ACCESS

BD
CRD#: 10012

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RP
RETIREMENT PLAN ADVISORS, LLC
RETIREMENT PLAN ADVISORS, LLC

CRD#: 122758 / SEC#: 801-63261

RIA
Registered Investment Advisory firm - (7/14/2004 Approved)
Arizona
Registered Investment Advisory firm - (8/2/2004 Terminated)
Colorado
Registered Investment Advisory firm - (10/13/2006 Terminated)
Iowa
Registered Investment Advisory firm - (8/2/2004 Terminated)
Louisiana
Registered Investment Advisory firm - (2/11/2005 Terminated)
Missouri
Registered Investment Advisory firm - (8/2/2004 Terminated)
Nevada
Registered Investment Advisory firm - (8/2/2004 Terminated)
Texas
Registered Investment Advisory firm - (7/28/2004 Terminated)
Wisconsin
Registered Investment Advisory firm - (2/11/2003 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(1/3/2023)
RR
Louisiana
(7/25/2005)
IAR
Louisiana
(1/4/2008)
RR
Texas
(1/4/2021)
IAR
Texas
(1/5/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 2/2/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/19/1986
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/17/1988
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 8/20/1987
Registered Options Principal Examination
SRO Registrations
RR
FINRA

Current Firm

RP
RETIREMENT PLAN ADVISORS, LLC
RETIREMENT PLAN ADVISORS, LLC

CRD#: 122758 / SEC#: 801-63261

RIA
Registered Investment Advisory firm - (7/14/2004 Approved)
Arizona
Registered Investment Advisory firm - (8/2/2004 Terminated)
Colorado
Registered Investment Advisory firm - (10/13/2006 Terminated)
Iowa
Registered Investment Advisory firm - (8/2/2004 Terminated)
Louisiana
Registered Investment Advisory firm - (2/11/2005 Terminated)
Missouri
Registered Investment Advisory firm - (8/2/2004 Terminated)
Nevada
Registered Investment Advisory firm - (8/2/2004 Terminated)
Texas
Registered Investment Advisory firm - (7/28/2004 Terminated)
Wisconsin
Registered Investment Advisory firm - (2/11/2003 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
29 E. Madison St. Suite 500, Chicago, IL 60602-3205
Mailing Address
Phone number
(312) 701-1100
Established
Firm type
Fiscal year end
# of Employees
44

SEC notice filing (35 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RETIREMENT PLAN ADVISORS, LLC CLIENT BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts8,148
AUM (Assets Under Management)$ 1,882,191,054

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RETIREMENT PLAN ADVISORS, LLC

CRD#: 122758Alexandria, LA

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