Brian Ormord is a registered investment advisor at Retireright Consulting Group, based in Dubuque, IA, with 31 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 396 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RetireRight generally charges a percentage of your portfolio, but the specific rate isn't listed in the brochure. The fee depends on the scope and complexity of your account, the expertise required, and the time involved, but it won't exceed 2% annually. The fee is calculated based on the market value of your investments. There may be additional brokerage and transaction fees.
Location
1975 Jfk Rd, Dubuque, IA, 52002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brian operates several DBAs for his LPL business, including Provident Investment Consultants, Premier Investment Services, and Retire Right. He also provides investment advisory services through RetireRight, LLC, spending nearly full-time hours on this activity, and owns rental real estate in Costa Rica, dedicating minimal time to it.
Employment History
Current Registrations
Retireright Consulting Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securian Financial Services, INC.Broker
Princor Financial Services CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.