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Jamie Lynn Strope

CRD# 5907932·Registered 2012 - 2022
Previously Registered: Being a previously registered professional could mean that Jamie is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Jamie Lynn Strope, who also goes by Jamie Lynn Riegel, Jamie Riegel, was a registered financial advisor. Jamie was a previously registered financial professional and started their career in finance 2012 - 2022. Jamie had worked at 2 firms and has passed the Series 99TO, SIE, Series 7, Series 24 and Series 27 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jamie Lynn Riegel, Jamie Riegel

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

14 years in the financial services industry

Current & Past Employments

RETIREMENT PLAN ADVISORS SERVICES, LLC·CRD# 111392
BD
Chicago, IL
May 6, 2022 - October 28, 2022
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Jefferson City, MO
November 7, 2012 - November 9, 2022

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Current Firm

RP
RETIREMENT PLAN ADVISORS SERVICES, LLC

RETIREMENT PLAN ADVISORS SERVICES, LLC | RETIREMENT PLAN ADVISORS, INC.

CRD#: 111392 / SEC#: 8-53159
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

29 E. Madison St Suite 500, Chicago, IL 60602

Mailing Address

2420 Hyde Park Road #c, Jefferson City, MO 65109

Phone Number

(312) 701-1100

Established

Illinois since 10/02/2000

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (25 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
RETIREMENT PLAN ADVISORS GROUP, LLCPARENT HOLDING COMPANY—
FRANK, MATTHEW ADAMCCO5789235
SCHWARTZ, JOSHUA FISCHELCEO/COO/CFO1730472

Disclosures

Arbitration

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2014About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jun 2015About the Series 24 exam

Series 27 — Financial and Operations Principal Examination

Passed Nov 2012About the Series 27 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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