Anthony C. Kippins

RETIREMENT PLAN ADVISORS LTD

Cincinnati, OH 45242

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CRD#: 2424951

Professional summary

Anthony Christopher Kippins, who also goes by Tony Kippins, is a registered financial advisor currently at RETIREMENT PLAN ADVISORS LTD located in Cincinnati, Ohio.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Anthony has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tony Kippins

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.

AKIPPINS INC. 900 MIAMI AVE TERRACE PARK, OH 45174 S-CORP NATURE OF BUSINESS: INSURANCE SERVICES TITLE: PRESIDENT TIME SPENT: 10% COMPENSATION: COMMISSIONS RETIREMENT PLAN ADVISORS LTD. RIA LIMITED LIABILITY CORP PRESIDENT TIME SPENT - 80% COMP: SALARY & PROFITS ANNUAL INCOME $150,000 INSTITUTIONAL FIDUCIARY ASSURANCE, LLC MANAGING DIRECTOR AND CO-OWNER TIME SPENT: 10% COMP: FEES/ $5000.00

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Christopher Kippins's 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

September 8, 2011 - Present

RETIREMENT PLAN ADVISORS LTD

Office #1: 9467 Montgomery Road, Cincinnati, OH 45242

RIA

CRD#: 158882

Cincinnati, OH

Past

January 8, 2004 - December 31, 2013

WRP INVESTMENTS, INC.

RIA

CRD#: 7365

CINCINNATI, OH

Past

September 17, 2003 - December 31, 2013

WRP INVESTMENTS, INC.

CRD#: 7365

CINCINNATI, OH

Past

October 31, 2001 - October 2, 2003

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

November 26, 1997 - July 16, 2001

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

COLUMBUS, OH

Past

March 3, 1994 - December 31, 1997

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

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.

Highlighted states indicate IAR registrations

IAR

Kentucky
(6/3/2014)

IAR

Ohio
(9/8/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/27/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/2/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/15/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/2/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RETIREMENT PLAN ADVISORS LTD

RETIREMENT PLAN ADVISORS LLC | RETIREMENT PLAN ADVISORS LTD

CRD#: 158882 / SEC#:

Kentucky

Registered Investment Advisory firm - (6/3/2014 Approved)

Ohio

Registered Investment Advisory firm - (9/7/2011 Approved)

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Contact information

Main Address

9467 Montgomery Road, Cincinnati, OH 45242

Mailing Address

Phone number

(513) 834-9383

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	154
AUM (Assets Under Management)	$ 40,446,991

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.

Contact information

xxxxx@xxxx.xxx

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Anthony C. Kippins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Christopher Kippins's CRS (Customer Relationship Summary).

Certified licenses

Experience

WRP INVESTMENTS, INC.

WRP INVESTMENTS, INC.

EQUITY SERVICES, INC.

THE HUNTINGTON INVESTMENT COMPANY

EQUITY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/27/2007

Series 63

Date: 9/2/1994

Series 7

Date: 9/15/2009

Series 6

Date: 3/2/1994

Current Firm

RETIREMENT PLAN ADVISORS LTD

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREMENT PLAN ADVISORS LTD

TRUST BUT VERIFY

Contact information

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