Nicole Offerman is a registered investment advisor at Rtd Financial Advisors INC, based in Philadelphia, PA, with 18 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 837 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RTD Financial does not provide investment management services for individual investors. They provide investment management for employer retirement plans, trusts, and non-profits.
Location
30 S. 17th Street, Ste 1620, Philadelphia, PA, 19103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicole works as an account executive at Innovative Benefit Planning, LLC, an employee benefit and financial services company, since 2008. This takes about a quarter of Nicole's time and occurs during securities trading hours.
Employment History
Current Registrations
Rtd Financial Advisors INC
Previous Registrations
Innovative Investment Fiduciaries, LLC
Main Street Investment Advisors, LLC
Ameriprise Financial Services, INC.
State Registrations1 state
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