Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Stockton has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Stockton, California have an average of 31 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
David Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Not Specified
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1776 W. March Lane, Suite 190 Stockton, CA, 95207 | $963,900,000 | 1381 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 10100 Trinity Parkway, Suite 450 Stockton, CA, 95219 | $273,927,742 | 465 | 3 | A percentage of AUM, Fixed fees |
3 | 5345 N El Dorado St., Suite 5 Stockton, CA, 95207 | $158,281,298 | 1066 | 2 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 311949
Assets Under Management $963,900,000
No. Of Clients1381
Clients Per Financial Advisor345
FINDEC WEALTH SERVICES, INC. is a financial advisory firm situated in Stockton, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1381 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 316778
Assets Under Management $273,927,742
No. Of Clients465
Clients Per Financial Advisor155
DKM WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Stockton, California. With a nearly $274M assets under management, the firm specializes in crafting personalized retirement planning solutions for 465 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 315478
Assets Under Management $158,281,298
No. Of Clients1066
Clients Per Financial Advisor533
ATTENTIVE INVESTMENTS, LLC is a financial advisory firm situated in Stockton, California. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1066 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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