NFP Retirement Inc
Legal Name: NFP RETIREMENT INC.
Full Contact Details
NFP Retirement Inc
120 VANTIS, SUITE 400, ALISO VIEJO, CA
949-460-9898
949-460-9893
Other Info
NFP Retirement Inc., legally registered as NFP RETIREMENT INC., is a California-based corporation employing a total of 162 individuals, 78 of whom are in advisory positions. The firm's SEC status is reported as "Approved," and they were registered with the U.S. Securities and Exchange Commission as of January 31, 2006. Although the exact number of clients served is unknown, NFP Retirement Inc. continues to provide exceptional financial advisory services.
Retirement | NFP
NFP can work with you to establish processes designed to streamline plan governance, decrease fiduciary liability and enhance retirement outcomes for all employees.
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Direct Owners
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BLAKE ALAN BJORDAHL
CHIEF COMPLIANCE OFFICER owns less than 5%
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BRETT RONALD SCHNEIDER
DIRECTOR owns less than 5%
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JAMI ANN CHAPMAN
CHIEF OPERATIONS OFFICER owns less than 5%
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JEFFREY SCOTT ELVANDER
CHIEF INVESTMENT OFFICER owns less than 5%
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JOEL BARRY SHAPIRO
VP ERISA COMPLIANCE owns less than 5%
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LORI MICHELL LIESER
VICE PRESIDENT owns less than 5%
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NFP CORP.
SHAREHOLDER owns 75% or more
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NICHOLAS DOMINIC DELLAVEDOVA
PRESIDENT owns less than 5%
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VERONICA DIANE LEE
SENIOR VICE PRESIDENT owns less than 5%
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VINCENT JOSEPH GIOVINAZZO
CEO owns less than 5%
Indirect Owners
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MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.
OWNER owns more than 25% but less than 50%
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MADISON DEARBORN PARTNERS VI-A&C, L.P.
GENERAL PARTNER
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MADISON DEARBORN PARTNERS, LLC
GENERAL PARTNER
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NFP HOLDINGS, LLC
OWNER owns 75% or more
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NFP INTERMEDIATE HOLDINGS A. CORP.
OWNER owns 75% or more
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NFP INTERMEDIATE HOLDINGS B. CORP.
OWNER owns 75% or more
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NFP PARENT CO, LLC
OWNER owns 75% or more
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NFP ULTIMATE HOLDINGS, LLC
OWNER owns 75% or more