This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TRUEPLAN BENEFIT AND RETIREMENT ADVISORS

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 24, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66|S65

First exam

Nov 24, 2007

First registration

Nov 27, 2007

Dual registered

yes, broker-dealer

IAPD individual key

5392198

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bf7a804a-ee12-9ed1-03c2-140ae7b0995c

First observed

Nov 27, 2007

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.