The Retirement Planning Group (RPG), with $180 million in client assets under management (AUM), is joining the Securities Service Network (SSN) platform. The firm was formerly with Ameritas.
Founded in 2001 by President David M. Kopyc, RPG is based in Saratoga Springs, N.Y. The firm specializes in providing pre- and post-retirement planning for high-net-worth individuals and business owners, including tax planning and tax reduction strategies and insurance solutions.
SSN, based in Knoxville, Tenn., is an independent advisory and brokerage firm founded in 1983 as one of the nation’s first fee-based firms in the independent retail financial advice space. The firm supports over 330 independent financial advisors with approximately $13 billion in combined client assets, serving mass affluent and high-net-worth individuals, families and business owners across the country.
SSN is a wholly owned subsidiary of Ladenburg Thalmann Financial Services in Miami.