RK Retirement Solutions LLC
Firm details
- Headquarters
- ,
- CRD number
- 289018
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
RK Retirement Solutions LLC is an individually owned, limited liability advisory firm that focuses on serving individual and family clients. The firm operates as a capital allocator and provides portfolio management for individuals and small businesses, plus manager selection services—meaning it both advises on portfolios and hires third‑party managers when appropriate. Its fee model is percentage of assets under management. RK Retirement Solutions does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Contacts
2 of 2
Jeremy Kromer
Investment Advisor RepresentativeCRD 7380582
Robert Kromer
OwnerCRD 1448765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations