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Michael Allan Parker

RETIREMENT PLAN ADVISORS
Frisco, TX
·CRD# 7086514·7 years experience

Professional Summary

Michael Allan Parker, who also goes by Michael Parker, is a registered financial advisor currently at RETIREMENT PLAN ADVISORS, LLC located in Frisco, Texas. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Michael has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Parker

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

7 years in the financial services industry

Current & Past Employments

RETIREMENT PLAN ADVISORS, LLC·CRD# 122758
RIA
6371 Preston Road, #150, Frisco, TX 75034
March 1, 2023 - Present
INDEPENDENT FINANCIAL PARTNERS·CRD# 125112
RIA
Dallas, TX
March 28, 2019 - March 1, 2023

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Current Firm

RP
RETIREMENT PLAN ADVISORS, LLC

RETIREMENT PLAN ADVISORS, LLC

CRD#: 122758 / SEC#: 801-63261
RIA
Registered Investment Advisory firm - SEC (7/14/2004 Approved)
Arizona
Registered Investment Advisory firm - Arizona (8/2/2004 Terminated)
Colorado
Registered Investment Advisory firm - Colorado (10/13/2006 Terminated)
Iowa
Registered Investment Advisory firm - Iowa (8/2/2004 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (2/11/2005 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (8/2/2004 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (8/2/2004 Terminated)
Texas
Registered Investment Advisory firm - Texas (7/28/2004 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (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).

Contact Information

Main Address

29 E. Madison St. Suite 500, Chicago, IL 60602-3205

Phone Number

(312) 701-1100

# of Employees

47

SEC notice filing (36 States and Territories)

Registered to provide investment advisory services in 36 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RETIREMENT PLAN ADVISORS, LLC CLIENT BROCHURE (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

10,031

AUM (Assets Under Management)

$3,540,242,913

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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.

(1) City Council Member; City of Post Oak Bend - 1175 CR 278, Post Oak Bend, TX 75142; Not-investment related; Duties include approval of budget, creating/repealing/approving city ordinances, setting local tax rate, supervision of city staff, serving the needs of citizens as allowed by federal, sate and local law; start 8/16/19.

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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 - SEC (7/14/2004 Approved)
Arizona
Registered Investment Advisory firm - Arizona (8/2/2004 Terminated)
Colorado
Registered Investment Advisory firm - Colorado (10/13/2006 Terminated)
Iowa
Registered Investment Advisory firm - Iowa (8/2/2004 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (2/11/2005 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (8/2/2004 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (8/2/2004 Terminated)
Texas
Registered Investment Advisory firm - Texas (7/28/2004 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (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.
IAR
Texas
(3/1/2023)

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

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2019About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Allan Parker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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