Daniel Paul Dodd
Financial advisor at Retirement Plan Advisors, LLC · Janesville, WI
Last updated 2026-10-10
Claim your profileDaniel Paul Dodd is a financial advisor at Retirement Plan Advisors, LLC in Janesville, WI, CRD 4527785. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2005-01-03.
Registration
- CRD number
- 4527785
- Registration status
- Active
- IAPD registration
- 2005-01-03
- Industry Experience
- 21 years
- Work Experience
- 22 years
- States registered
- TX, WI
Licenses and exams
- Series 63
- Series 65
Designations
- CFP®
Work history
- 2003-11 to Present · Cambridge Investment Research, Inc · Fairfield, IA
- 2005-01 to Present · Retirement Plan Advisors, LLC · Janesville, WI
Current employment
- Retirement Plan Advisors, LLC · Chicago, IL
Retirement Plan Advisors, LLC
- Regulatory AUM
- $3,540,242,913
- Registered advisors
- 47
- Offices
- 38
- Clients per advisor
- 213.4 (High)
- Average AUM per client
- $352.9K (Low)
- High-net-worth client ratio
- 1.0% (Low)
Retirement Plan Advisors, LLC: advisors, services and reported ETF investments
About
Daniel Paul Dodd is a CFP® financial advisor at Retirement Plan Advisors, LLC in Janesville, WI. Reported securities licenses include Series 63 and Series 65. The latest record indicates 21 years of industry experience and 22 years of reported work history. Reported roles include Cambridge Investment Research, Inc.
SEC disclosures list additional business and community activities: 1) Independent Insurance Agent For Various Independent Insurance Companies: 2) dodd financial group, inv; 1/1/07 as president; legal entity for tax purposes.
Retirement Plan Advisors, LLC's firm-level Form ADV reports 47 advisors across 38 offices; approximately 213.4 clients per advisor, average assets per client of $352,930, and regulatory AUM of $3.5B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
What this firm offers
Filed by Retirement Plan Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
Location
3618 Ridge Drive Suite #1, Janesville, WI 53548
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 312-701-1100
- Website: retirementplanadvisors.com
Official record
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