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Retirement & 401(k) Plan Advisors, LLC
Scott Leverenz, CRPC

Scott Leverenz, CRPC

scott@rpadvise.com

Scott is an independent financial professional and founder of Retirement & 401(k) Plan Advisors, LLC.  With over 25 years of experience, Scott focuses his practice in Strategic Planning for individuals and closely held businesses with emphasis placed on Personal Retirement, Investment and Estate Planning.  Scott acts as a liaison with attorneys and other advisors to help coordinate and implement the most appropriate planning strategies in seeking growth as well as preservation of assets. 

Continued studies include Estate and Retirement Planning acknowledged by Life Underwriters Training Council, LUTC.  He also has a Chartered Retirement Planning Counselor (CRPC) designation, as acknowledged by the College for Financial Planning and its American Institute of Retirement Planners.   

Scott is a frequent lecturer for many organizations throughout the Twin Cities, with special emphasis on pre- and post- retirees planning needs.  Scott also is a 2013, 2014 & 2015 recipient of the Five Star Wealth Manager Award as listed in Minneapolis/St. Paul and Twin City Business magazines. 

Scott is an Investment Advisor Representative of Cambridge Investment Research Advisors, providing financial planning & investment advice and a Registered Representative of Cambridge Investment Research, a full service Broker/Dealer providing brokerage services.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.

Director of Client Service Operations
Kim Simmons

kim@rpadvise.com

Client Service Operations is driven by core values of integrity, commitment & flexibility.  Kim Simmons manages Operations for Retirement & 401(k) Plan Advisors, LLC. 

With over 30 years of experience in the financial services sector, Kim takes great pride in effectively utilizing this experience to help provide positive and dependable service for our clients.  Kim values, enjoys and appreciates the long term relationships developed with clients and peers. 

 

ACCOUNTING
Cindy Leverenz

With over 30 years of experience in office accounting, Cindy manages all aspects of accounting operations for Retirement & 401(k) Plan Advisors, LLC.  She implements & performs all administrative duties involved in the operation of the accounting processes in our office, such as accounts payable and payroll. 

She is a resource for us in other aspects of the business as well, and assists with various marketing, business development and other miscellaneous projects.

Cindy Leverenz is not affiliated with or registered with Cambridge.

Cambridge Investment Research, Inc.
Independent Broker/Dealer

Just as you have the opportunity to choose your financial professional, we in turn can choose our independent broker/dealer.  As independent financial professionals, we are not an employee of an investment or financial services firm - we are independent business owners.  Therefore, we are not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals.  We are proud that our values are shared with our broker/dealer.  Together, we focus on a common priority - you.

Cambridge Investment Research, Inc. is one of the most respected independent broker/dealers in the industry.  They provide resources needed to deliver a wide variety of investment options.

By partnering with an independent broker/dealer, we do not have sales quotas to reach, nor are we limited by the products we offer.  With Cambridge, you can trust that we will always follow your goals and help you succeed.  Corporate interests are not a factor in our relationship with you.

Cambridge Source Team
Kristen Tool - Specialist
Kristen began her career at Cambridge in August, 2011.  Prior to that, Kristen attended Des Moines Area Community College, where she holds certification for graphic design.  Kristen is certified with internal training, with Bronze & Silver Check Point Certified Security Expert (CCSE) certification and holds an array of knowledge in administrative tasks.
Deidre Freyenberger - Specialist
Deidre began her financial services career in early 2014.  Her primary focus is researching financial articles for social media pages and updating websites.  She holds a graduate degree in Professional Communication from East Tennessee State University and an undergraduate degree in Communication Arts from Wartburg College.
CONSULTING TEAM

We regularly consult and work with professionals who have the functional competency and industry knowledge that is most appropriate for the situation.  We bring the full range of our technical and professional skills to each situation in order to achieve the best possible results for our clients.



 
 
 

Important Disclosures:  Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. The Society for Financial Awareness (SOFA), Cambridge and Retirement & 401(k) Plan Advisors, LLC, are not affiliated.  MN License 51267  

This communication is intended solely for individuals residing in the state(s) of AZ, CA, FL, IA, IL, MN, MT, TN, VA, WA & WI. No offers may be made or accepted from any resident outside the specific states referenced

 

 

 


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