Unclaimed Profile

Alexis Dianne Barling

THE RETIREMENT PLANNING GROUP, LLC·LEAWOOD, Kansas

Clean recordTHE RETIREMENT PLANNING GROUP, LLC

4811 W. 136TH STREET, LEAWOOD, KS 66224CRD# 2345972Firm CRD# 129625

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alexis Dianne Barling · LEAWOOD, KS

Registration

CRD #2345972 · THE RETIREMENT PLANNING GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alexis Dianne Barling is a registered financial advisor based in LEAWOOD, Kansas, affiliated with THE RETIREMENT PLANNING GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

THE RETIREMENT PLANNING GROUP, LLC

AUM

$2.6B

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2345972

Firm CRD# 129625

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alexis Dianne Barling offer?

Alexis Dianne Barling specializes in Financial Planning, Investment Management. Contact their office in LEAWOOD, Kansas for a consultation.

What are Alexis Dianne Barling's credentials?

Alexis Dianne Barling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alexis Dianne Barling located?

Alexis Dianne Barling is based in LEAWOOD, Kansas, working with THE RETIREMENT PLANNING GROUP, LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.

How does Alexis Dianne Barling charge for services?

Alexis Dianne Barling's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE RETIREMENT PLANNING GROUP, LLC?

THE RETIREMENT PLANNING GROUP, LLC has approximately 29 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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