Stephen Haidt has been President, Chief Compliance Officer of Retirement Advisors since March 1996, is a control person of the firm and directly owns 75% or more of it. Stephen Haidt holds a Bachelor of Science in Business Management from the University of South Alabama.
Retirement Advisors, Inc. is a Mobile, AL firm with $160M under management, 185 clients and 1 adviser in one office, as of its March 2026 filing.
Stephen Haidt founded Retirement Advisors, Inc., based in Mobile, Alabama, in 1996 to provide financial planning and investment advice. For over 25 years, he has specialized in helping people have a successful retirement.
- Retirement Advisors, Inc.Current– present · 21 yearsMobile, AL · Adviser representative · Firm CRD 122122
Professional designations
Listed by Retirement Advisors
- CFP®
Investment adviser representative registrations
Stephen Haidt is registered as an investment adviser representative in 2 states. The first approvals date from February 2005; the most recent is Texas, in August 2011.
- AlabamaSince 24 February 2005
- TexasSince 10 August 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 July 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 September 1986 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 April 1986 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Stephen Michael Haidt
- CRD
- 1484387
- Firm
- Retirement Advisors · CRD 122122
- Role
- President, Chief Compliance Officer
- Office
- 1009 DOWNTOWNER BLVD., Mobile, AL 36609
- Registration
- Investment adviser registration
- In the industry since
- February 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- plantoretire.com
Where does Stephen Haidt work?
Stephen Haidt has been President, Chief Compliance Officer of Retirement Advisors, Inc. since March 1996, and is a control person of the firm.
Is Stephen Haidt a financial advisor?
Yes. Stephen Haidt has a current investment-adviser registration in Alabama and Texas, through Retirement Advisors since February 2005.
How many years of experience does Stephen Haidt have?
Stephen Haidt has 21 years in the financial industry, since February 2005, across 1 adviser firm.
What exams has Stephen Haidt passed?
Stephen Haidt has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in April 1986.
Where is Stephen Haidt based?
Stephen Haidt’s registered office is in Mobile, AL.
Is Stephen Haidt registered with FINRA?
No. Stephen Haidt has no current broker registration.
Is Stephen Haidt a CFP?
Retirement Advisors lists Stephen Haidt with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Stephen Haidt’s record?
Search CRD 1484387 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Haidt’s full registration record.