Overview

BlueCap Retirement Advisory is a retirement focused advisory practice working with employers to create effective retirement plans. I am founder and managing partner and bring 24+ years of qualified plan experience. Our practice brings best in class, institutional level plan design strategies and service models to the small and mid employer market. Looking to acquire practices that have a heavy concentration of retirement plans (401k, 403b, 457) and are near geographic markets of Seattle, Indianapolis and Denver.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...