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Retirement Plan Solutions Logo
Retirement Plan Solutions CB Rank
1426748
Heat Score
51
Retirement Plan Solutions offers investment advisory, retirement plans, and wealth management services for individuals and businesses.
Founded
obfuscation
Private Waukesha, Wisconsin, United States1-10 www.rplansolutions.com/
Consulting
Financial Services
Retirement
Wealth Management
Overview

Retirement Plan Solutions
Heat Score
51

Growth Score
pts
in past quarter
Heat Score 51
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Retirement Plan Solutions

CB Rank
1426748
Retirement Plan Solutions offers investment advisory, retirement plans, and wealth management services for individuals and businesses.
Founded
obfuscation
Private Waukesha, Wisconsin, United States1-10 www.rplansolutions.com/
Consulting
Financial Services
Retirement
Wealth Management

Key People

  • Photo of Carol Strehlow
    Carol Strehlow: Partner, Managing Director/VP of Operations
  • Photo of Erik A. Swenson
    Erik A. Swenson: President
    Past Role: The Northwestern Mutual Life Insurance Company, Chartered Retirement Plan Specialist, Senior Investment Specialist

Details

Also Known As RPS
Operating Status Active
Company Type For Profit
Founders  Erik A. Swenson
Phone Number +1 262-641-0800
Contact Email info@rplansolutions.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 13

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

43

IT Spend

$190.2KThis year, Retirement Plan Solutions is projected to spend $190.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Splunk Light Logo
Splunk Light
100
Splunk Next Logo
Splunk Next
78
Asset Tracking Logo
Asset Tracking
71

Actively Used Products

13Retirement Plan Solutions uses 13 technology products and services including HTML5, Cloudflare CDN, and  GoDaddy Premium DNS, according to G2 Stack.

Active Website Tech Count

4Retirement Plan Solutions is actively using 4 technologies for its website, according to BuiltWith. These include Google Font API, U.S. Server Location, and  Amazon.
Sub-Organizations
Frequently Asked Questions

Where is Retirement Plan Solutions's headquarters? Retirement Plan Solutions is located in Waukesha, Wisconsin, United States.Who are Retirement Plan Solutions's competitors? Alternatives and possible competitors to Retirement Plan Solutions may include Creative Planning, OneDigital, and  CAPTRUST.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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