Taylor John Kistner
Investment Adviser Representative at Retirement PLAN Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Taylor John Kistner is an investment adviser representative with Retirement PLAN Advisors, LLC in Chicago, IL, where they have been registered since 2022, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 63 (state securities agent) and Series 6 (investment company and variable products). They are registered to provide investment advice in Illinois.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Marco Consulting GroupJun 2015 – Jan 2017Chicago, IL
- Segal Marco AdvisorsJan 2017 – Jun 2018Chicago, IL
- Segal Marco AdvisorsJul 2018 – Nov 2022Chicago, IL
- Retirement Plan Advisors, LLCDec 2022 – no end date reportedChicago, IL
Official records & sources
Data as of May 30, 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.
Client types the firm serves
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 profileOther advisors at Retirement PLAN Advisors, LLC
Showing 12 of 47 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Taylor John Kistner 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.
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