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Products & Services
About Retirement Plan Solutions
Retirement Plan Solutions is a company operating in Financial Services, employing 6-10 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice and based in Waukesha, Wisconsin, United States.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Retirement Plan Solutions is one of 18,521 Financial companies listed in Wisconsin.
Business Contact Information
- Phone
- +1 (262) 6410800
- Fax
- +XXX (262) 6410890
- Website
- rplansolutions.com
- linkedin.com/company/retirement-plan-solutions-a-member-firm-of-national-retirement-partners
- Address
- 734 Clinton St, Waukesha, Wisconsin, 53186, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 9 (6-10)
- Annual Revenue
- $3.6M ($1M-$5M)
Retirement Plan Solutions: frequently asked questions
What does Retirement Plan Solutions do?
Retirement Plan Solutions is a company operating in Financial Services, employing 6-10 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice and based in Waukesha, Wisconsin, United States.
Where is Retirement Plan Solutions located?
Retirement Plan Solutions is headquartered at 734 Clinton St, Waukesha, Wisconsin, 53186, United States.
How many employees does Retirement Plan Solutions have?
Retirement Plan Solutions has about 9 employees (the 6-10 range).
What is Retirement Plan Solutions's annual revenue?
Retirement Plan Solutions's annual revenue is estimated at $3.6M (the $1M-$5M range).
What industry is Retirement Plan Solutions in?
Retirement Plan Solutions is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Retirement Plan Solutions?
Its website is rplansolutions.com and its phone number is +1 (262) 6410800.
What companies are similar to Retirement Plan Solutions?
Other large financial companies in Wisconsin include The Northwestern Mutual Life Insurance Co, American Family Mutual Insurance Co, National Guardian Life Insurance Co and QBE North America.
Largest financial companies in Wisconsin
Largest financial companies
Manufacturing sales in Wisconsin, 2026
In Wisconsin, Factur's 2026 study counted 30 manufacturing quotes worth $957K and 6 purchase orders over 12 months: 20% of quotes became orders, against 21% nationally. See the Wisconsin data.
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