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John K. Palladino, MBA, AIF®, CRPS®

Helping Plan Sponsors Meet Their Fiduciary Responsibilities

Nfp Advisor Services, LLC

San Mateo

CA

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Overview

Services

Advisor Services

  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting

Qualifications

Experience

No timeline events available.
Employer Years Dates
Kestra Financial Services, Inc. 3 years, 5 months Apr 2016 - Present
Nfp Advisor Services, LLC 1 year, 9 months Jul 2014 - Apr 2016
401k & 403(b) Fiduciary Advisors, Inc. 9 years, 4 months May 2010 - Present
401K & 403(B) Fiduciary Advisors, Inc. 9 years, 4 months May 2010 - Present
Financial Telesis, Inc. 6 years, 4 months Mar 2008 - Jul 2014
401K Professionals, Inc. 4 years, 3 months Feb 2006 - May 2010

Designations & Memberships

  • National Association of Independent Retirement Plan Advisors
    Membership
    National Association of Independent Retirement Plan Advisors
    The National Association of Independent Retirement Plan Advisors (NAIRPA) is a leader in the transformation of the national retirement system to improve transparency, effectiveness, and governance.
  • Retirement Plan Advisory Group
    Membership
    Retirement Plan Advisory Group
    Retirement Plan Advisory Group (RPAG) is a professional alliance of more than 700 independent advisors to take advantage of our unique perspective, strategic approach and expertly crafted system for investment analysis, benchmarking, plan support and communication.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Chartered Retirement Plans Specialist
    Designation
    Chartered Retirement Plans Specialist
    The CRPS Program is specifically targeted at professionals who design, install, and maintain retirement plans for the business community.

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 21, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 21, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Feb. 23, 2019
    • $260.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 55
      number of clients
    • $4.7M
      Estimated Average Account Balance Per Client

Nfp Advisor Services, LLC

Last updated on July 27, 2016
    • $12.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 54K
      Accounts
    • $225.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements