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Joshua Fischel Schwartz

Chief Executive OfficerRetirement Plan Advisors, LLCCRD 1730472

About Joshua Fischel Schwartz

Joshua Fischel Schwartz is listed as Chief Executive Officer at Retirement Plan Advisors, LLC in Chicago, IL. Form ADV reports a beneficial ownership band of Under 5%. Joshua Fischel Schwartz is associated with 4 registered advisers.

Reported ownership

Owns Under 5% of Retirement Plan Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joshua Fischel Schwartz work?

Joshua Fischel Schwartz is listed as Chief Executive Officer at Retirement Plan Advisors, LLC on SEC Form ADV.

How much of Retirement Plan Advisors, LLC does Joshua Fischel Schwartz own?

Form ADV reports a beneficial ownership band of Under 5%.

Retirement Plan Advisors, LLC

TitleChief Executive Officer
OwnershipUnder 5%
Control personYes
Since2011

Retirement Plan Advisors, LLC

TitleChief Operations Officer
OwnershipUnder 5%
Control personYes
Since2022

Retirement Plan Advisors, LLC

TitleChief Financial Officer
OwnershipUnder 5%
Control personYes
Since2022

Retirement Plan Advisors, LLC

TitleOwner
Ownership25-50%
Control personYes
Since2021