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John D. Moylan Retirement Planning, LLC (Omaha)


John D. Moylan Retirement Planning, LLC is a large advisory firm based in Omaha. It manages $34 million of regulatory assets for 251 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Nebraska.

John D. Moylan Retirement Planning provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

John D. Moylan Retirement Planning: assets under management

The assets under management (AUM) of John D. Moylan Retirement Planning, LLC is $34 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $135.46 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay John D. Moylan Retirement Planning, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Omaha

The principal office where John D. Moylan Retirement Planning, LLC performs its advisory services is located at 7101 Mercy Road, Omaha, NE 68106, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 402-390-9066 or by fax 402-390-9180. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.


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