CSI Advisory Services
Financial Services - Indianapolis city, IN, US
CSI Advisory Services Employees
CSI Advisory Services Details
CSi Advisory Services, LLC is a retirement plan consulting firm focusing on participant outcomes, investment outcomes and financial coaching and wealth management.CSi Advisory Services, LLC is pleased to announce it has been named as one of the 2017 PLANADVISER Top 100 Retirement Plan Advisers. The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of qualified plan assets under administration (AUA), as well as the number of plans under advisement.CSi Advisory Services was recognized in the large team segment based on having between 226-400 plans.The Top 100 Retirement Plan Advisers is segmented into four groups based on the number of advisers and number of total employees including support staff: individual adviser, meaning one adviser with support staff; small team, a group of two or more advisers and support staff, the total not exceeding 10; large team, a group of 11 to 35 advisers and support staff; and mega teams, 36 or more team members.To qualify for a particular segment individuals needed to advise a minimum of 110 plans or $900 million in retirement plan AUA; small teams had to advise at least $1.8 billion in retirement plan assets or 130 plans; large teams needed $4 billion or more in retirement plan AUA or 175 or more plans; and mega teams had to oversee at least $12 billion in retirement plan AUA or 250 plans.Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through CSi Advisory Services, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit www.csiadvisoryservices.com.
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