SM
Sarah C. Mckinzie
RETIREMENT PLAN ADVISORS
JEFFERSON CITY, MO 65109
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CRD#: 6731382
SM
Professional summary
Sarah C Mckinzie 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.
Sarah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Sarah has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) MCKINZIE CAPITAL PROPERTIES LLC, 334 DEERFIELD PL JEFFERSON CITY MO, 05/2019, CO-OWNER, RENTAL PROPERTY OWNER. NIR, 2 HR/MO 0 HR/MO TRADING 2) RETIREMENT PLAN ADVISORS LLC, 2420 Hyde Park Road, #C, Jefferson City, MO 65109, ADV REP OF A REGISTERED INV ADV, RIA, 03/2021, INV REL, 0 HR/MO 0 HR/MO TRADING 3) WOODEN HOLLOW STORAGE LLC, 120 PROSPECT ST CALIFORNIA MO, 06/2024, OWNER, REAL ESTATE, NIR, 10 HR/MO 0 HR/MO TRADING 4) SARAH MCKINZIE, 2420 Hyde Park Rd, Suite C, Jefferson City MO 65109, United States, 08/2025, Agent, Insurance/Benefits/Human Resources, INV REL, HR/MO: 0, HR/MO TRADING: 0
CRS (Client Relationship Summary) - RIA
Click below to view Sarah C Mckinzie'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®
NoneExperience
Current
March 9, 2021 - Present
RETIREMENT PLAN ADVISORS, LLC
Office #1: 2420 Hyde Park Road, #c, Jefferson City, MO 65109RIA
CRD#: 122758
JEFFERSON CITY, MO
Current
September 12, 2019 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 2420 Hyde Park Road #c, Jefferson City, MO 65109BD
CRD#: 39543
JEFFERSON CITY, MO
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
IAR
Missouri(3/9/2021)
RR
Missouri(3/17/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/12/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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
44
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,148 |
| AUM (Assets Under Management) | $ 1,882,191,054 |
Red Flags
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Company Information
RETIREMENT PLAN ADVISORS, LLC
CRD#: 122758Jefferson City, MO 65109TRUST BUT VERIFY
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