Unclaimed Profile

Kevin Morris Conard

THE RETIREMENT PLANNING GROUP, LLC·LEAWOOD, Kansas

Series 7, Series 63, Series 6524 years registeredTHE RETIREMENT PLANNING GROUP, LLC

4811 W. 136TH STREET, LEAWOOD, KS 66224CRD# 3193016Firm CRD# 129625

Profile Verification

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

Identity

Kevin Morris Conard · LEAWOOD, KS

Registration

CRD #3193016 · THE RETIREMENT PLANNING GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

THE RETIREMENT PLANNING GROUP, LLC

Feb 2004 – present

BLOOOM, INC.

Sep 2014 – Nov 2020

Leawood, KS

WACHOVIA SECURITIES, LLC

Jul 2003 – Mar 2004

OVERLAND PARK, KS

PRUDENTIAL SECURITIES INCORPORATED

Mar 2002 – Jul 2003

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 7, 2002

Years registered · 24

Disclosure History

2003Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THE RETIREMENT PLANNING GROUP, LLC

CRD 129625 · SEC 801-62655

AUM

$2.6B

Regulatory assets under management

Employees

8,607 client accounts

Services offered by THE RETIREMENT PLANNING GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE RETIREMENT PLANNING GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Morris Conard offer?

Kevin Morris Conard specializes in Financial Planning, Investment Management. Contact their office in LEAWOOD, Kansas for a consultation.

What are Kevin Morris Conard's credentials?

Kevin Morris Conard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Morris Conard located?

Kevin Morris Conard 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 Kevin Morris Conard charge for services?

Kevin Morris Conard'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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