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Alexis Dianne Barling

THE RETIREMENT PLANNING GROUP, LLC·LEAWOOD, Kansas
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4811 W. 136TH STREET, LEAWOOD, KS 66224CRD# 2345972Firm CRD# 129625
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
THE RETIREMENT PLANNING GROUP, LLC
THE RETIREMENT PLANNING GROUP, LLC
AUM
$2.6B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at THE RETIREMENT PLANNING GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2345972
Firm CRD# 129625
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Kansas
OVERLAND PARK (478)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
OVERLAND PARK GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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