AdFi
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Edward James Tritschler

Investment Adviser Representative at Retirement PLAN Advisors, LLC

St. Louis, MOCRD #3214269Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Edward James Tritschler is an investment adviser representative with Retirement PLAN Advisors, LLC in St. Louis, MO, where they have been registered since 2022. They have worked in the securities industry since 2002 and have been registered with 5 firms, including Planmember Securities Corporation and National Pension & Group Consultants, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Missouri.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Missouri
Broker:
10 states and territories

Alabama, Arkansas, Illinois, Kansas, Kentucky, Michigan, Minnesota, Missouri, Oklahoma, Tennessee

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/1/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 5/9/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/2/2005

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Retirement PLAN Advisors, LLCCurrent
8/29/2022 – St. Louis, MO
Cambridge Investment Research, Inc.Current
8/15/2022 – St. Louis, MO
Planmember Securities Corporation
3/20/2020 – 1/5/2021Kansas City, MO
National Pension & Group Consultants, Inc.
4/10/2014 – 3/18/2020Kansas City, MO
Valic Financial Advisors, Inc.
10/13/2008 – 3/19/2014St. Louis, MO
Natcity Investments, Inc.
6/18/2008 – 9/26/2008Arnold, MO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Forrest T. Jones & Co., Inc dba FTJ Retirement Advisors
    Apr 2014 – Dec 2020Kansas City, MO
  2. National Pension & Group Consultants, Inc.
    Apr 2014 – Mar 2020Kansas City, MO
  3. PlanMember Securities Corporation
    Mar 2020 – Dec 2020Carpinteria, CA
  4. Fidelity Security Life Insurance
    Apr 2014 – Dec 2020Kansas City, MO
  5. Harvester Church of Christ
    Jul 2019 – no end date reportedSt. Peters, MO
  6. EF Legacy Securities, LLC
    Jan 2021 – Aug 2022Louisville, KY
  7. Aria Retirement Solutions, Inc
    Jan 2021 – Aug 2022Louisville, KY
  8. Cambridge Investment Reserach, Inc.
    Aug 2022 – no end date reportedFairfield, IA
  9. Retirement PLAN Advisors, LLC
    Aug 2022 – no end date reportedChicago, IL

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Retirement PLAN Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$25,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

3(21) & 3(38) fiduciary services, plan design and implementation, onsite participant enrollment and advisory services, recordkeeper search and plan oversight, fee benchmarking, RFP/Q/I and fee negotiation, and personalized investment solutions for asset accumulation and income generation.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops
Firm areas of expertise
Employer-sponsored Retirement PlansFiduciary ServicesPlan DesignParticipant ServicesRecordkeeper OversightFee BenchmarkingRetirement PlanningInvestment Solutions

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesState/Municipal

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
47
Offices listed on AdvisorFinder:
16
Main office:
Chicago, IL
SEC file number:
801-63261

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 30, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edward James Tritschler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Edward James Tritschler (Retirement PLAN Advisors)