Advisor at RetireRight Consulting Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
RetireRight Consulting Group
Location
Dubuque, IA
Credentials
Series 63, Series 65
Industry experience
16 years
Kyle Lippold is a financial advisor with RetireRight Consulting Group in Dubuque, IA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at LPL Financial, GWFS Equities, Avantax Investment Services, Proequities Inc, Honkamp Krueger Financial Services, Global Portfolio Strategies, and Prudential. RetireRight Consulting Group provides investment and retirement plan consulting to corporations, government entities, non-profit organizations, and individuals, focusing on long-term investment strategies using low-cost mutual funds, ETFs, equities, and fixed income. The firm manages approximately $658.7 million in assets with a small team, offering both discretionary and non-discretionary portfolio management alongside retirement plan services and fiduciary support.
Based on RetireRight Consulting Group
Based on RetireRight Consulting Group
Flat fees for financial planning generally range from $500 to $5,000 based on scope and complexity
$0+: up to 2% annually, generally not exceeding 2% $0+: up to 1.5% annually for Wrap Fee Program $0+: up to 1% annually for Retirement Plan Consulting
$250 to $500 per hour for financial planning and consulting services
Account minimum: $5,000 to $250,000 depending on platform selected Fee-only: Investment advisory fees generally do not exceed 2% annually; Retirement Plan Consulting fees generally do not exceed 1% of plan assets; fees are asset-based and calculated on market value of assets under management.
Dubuque, IA
Iowa
LPL Financial
2022 - Present (4 years)
GWFS Equities, Inc
2021 - 2022 (1 year)
Avantax Investment Services, Inc.
2020 - 2021 (1 year)
Proequities Inc
2017 - 2020 (3 years)
Honkamp Krueger Financial Services Inc
2017 - 2020 (3 years)
Global Portfolio Strategies, Inc.
2014 - 2017 (3 years)
Prudential Investment Management Services, Llc
2008 - 2017 (9 years)
Prudential
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63, Series 66
Galena, IL
Investments By Design, Inc
CFP®, Series 63, Series 65
Galena, IL
Benchmark Capital Group Ltd.
Series 63, Series 65
Galena, IL
Benchmark Capital Group Ltd.
Series 63, Series 66
Duuque, IA
RetireRight Consulting Group
Series 65
Dubuque, IA
Weitzel Financial Services, Inc.
Series 63, Series 65
Dubuque, IA
Weitzel Financial Services, Inc.
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