Edward J. Tritschler

RETIREMENT PLAN ADVISORS

JEFFERSON CITY, MO 65109

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CRD#: 3214269

Professional summary

Edward James Tritschler, who also goes by Ed Tritschler, is a registered financial advisor currently at RETIREMENT PLAN ADVISORS, LLC located in Jefferson City, Missouri and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Jefferson City, Missouri.

Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Edward has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ed Tritschler

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.

1) HARVESTER CHURCH OF CHRIST, 106 WILLIS DR., ST PETERS MO 63376, 08/2022, Preach & Teach on Sundays, 1099 Contractor, NIR, 25 HR/MO - 0 HR/MO Trading. 2) INDEPENDENT INSUANCE AGENT, 2420 Hyde Park Road, #C, Jefferson City, MO 65109, United States, 12/30/2022, Agent, Employee (receive a W-2), NIR, 0 HR/MO - 0 HR/MO TRADING 3) RETIREMENT PLAN ADVISORS, 2420 Hyde Park Road, #C, Jefferson City, MO 65109, 12/2022, Investment Advisor Representative, Employee, NIR, 0 HR/MO - 0 HR/MO TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward James Tritschler'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

August 29, 2022 - Present

RETIREMENT PLAN ADVISORS, LLC

Office #1: 2420 Hyde Park Road, #c, Jefferson City, MO 65109

RIA

CRD#: 122758

JEFFERSON CITY, MO

Current

August 15, 2022 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 2420 Hyde Park Road #c, Jefferson City, MO 65109

CRD#: 39543

JEFFERSON CITY, MO

Past

January 5, 2021 - March 31, 2022

RETIREONE INVESTMENT SERVICES, LLC

CRD#: 269923

LOUISVILLE, KY

Past

March 23, 2020 - January 5, 2021

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

Kansas City, MO

Past

March 20, 2020 - January 5, 2021

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

Kansas City, MO

Past

April 10, 2014 - March 18, 2020

NATIONAL PENSION & GROUP CONSULTANTS, INC

RIA

CRD#: 613

KANSAS CITY, MO

Past

April 10, 2014 - October 31, 2018

NATIONAL PENSION & GROUP CONSULTANTS, INC

CRD#: 613

KANSAS CITY, MO

Past

October 13, 2008 - March 19, 2014

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

ST. LOUIS, MO

Past

October 13, 2008 - March 19, 2014

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

ST. LOUIS, MO

Past

June 18, 2008 - September 26, 2008

NATCITY INVESTMENTS, INC.

RIA

CRD#: 17490

ARNOLD, MO

Past

October 9, 2007 - September 26, 2008

NATCITY INVESTMENTS, INC.

CRD#: 17490

ARNOLD, MO

Past

November 21, 2005 - September 18, 2007

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

May 3, 2005 - October 26, 2005

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

Past

May 11, 1999 - January 16, 2002

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

HOUSTON, TX

Past

April 19, 1999 - May 29, 2002

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Alabama
(8/22/2022)

Arkansas
(8/17/2022)

Illinois
(8/25/2022)

Kansas
(7/25/2023)

Kentucky
(8/22/2022)

Michigan
(3/18/2025)

Minnesota
(8/16/2022)

Missouri
(8/16/2022)

IAR

Missouri
(8/29/2022)

Oklahoma
(8/22/2022)

Tennessee
(8/16/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/1/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/9/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/2/2005

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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

SEC notice filing (35 States and Territories)

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 Accounts	8,148
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.

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Advisor Monitoring

Firm Stability Insights

Edward J. Tritschler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward James Tritschler's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

RETIREONE INVESTMENT SERVICES, LLC

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

NATIONAL PENSION & GROUP CONSULTANTS, INC

NATIONAL PENSION & GROUP CONSULTANTS, INC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

VALIC FINANCIAL ADVISORS, INC.

STATE FARM VP MANAGEMENT CORP.

THE VARIABLE ANNUITY MARKETING COMPANY

VALIC FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

RETIREMENT PLAN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/1/2007

Series 63

Date: 5/9/2005

SIE

Date: 10/1/2018

Series 6

Date: 5/2/2005

FINRA

Current Firm

RETIREMENT PLAN ADVISORS, LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RETIREMENT PLAN ADVISORS, LLC

TRUST BUT VERIFY

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