Complete Retirement Management Inc (Ventura)

Complete Retirement Management Inc is a large advisory firm based in Ventura. It manages $235.73 million of regulatory assets for 1,835 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Oregon, and Texas.

Complete Retirement Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Complete Retirement Management: assets under management

The assets under management (AUM) of Complete Retirement Management Inc is $235.73 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Complete Retirement Management Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Complete Retirement Management Inc

Stephen Joseph Kipp has been acting as President since 1 Jan 1999. Darrell John Drummond joined the executive team most recently as the 24% Shareholder/ Regional Vp.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Joseph Kipp	President	1 Jan 1999	Other	1255862
Lynn Averill Kipp	Vice president	1 Jan 1999	Other	4347686
Julie Ann Pritchard	Secty, ops/compliance mgr	1 Jan 1999	Other	2960716
Stephen And Lynn Kipp Family Trust Dtd 1/19/01	100% shareholder	1 Jan 2001	75% - 100%	xxx-xx-xxxx
John Robert Brant	Regional vice president	1 Jul 2005	Other	2225450
John And Cheryl Brant Family Trust Dtd 8/1/90	36% shareholder	1 Jul 2005	25% - 50%	xxx-xx-xxxx
Darrell John Drummond	24% shareholder/ regional vp	1 Jan 2006	Other	1907429

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Joseph Kipp	Owner/trustee	1 Jan 2001	75% - 100%	1255862

Based in Ventura

The principal office where Complete Retirement Management Inc performs its advisory services is located at 950 County Square Drive, Ventura, CA 93003, which is also the mailing address of the firm. An additional office of the firm is in Lodi, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805-650-7654 or by fax 805-650-0389. The normal business hours are mon - thr 8:00 am - 5:00 pm on Other.