Unclaimed Profile

Kevin Matthew Jaegers

THE RETIREMENT PLANNING GROUP, LLC·LEAWOOD, Kansas

Series 7, Series 63, Series 65Clean record20 years registeredTHE RETIREMENT PLANNING GROUP, LLC

4811 W. 136TH STREET, LEAWOOD, KS 66224CRD# 4794772Firm CRD# 129625

Profile Verification

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

Identity

Kevin Matthew Jaegers · LEAWOOD, KS

Registration

CRD #4794772 · THE RETIREMENT PLANNING GROUP, LLC · 20 years registered

Brand Profile

Not yet started

Career History

THE RETIREMENT PLANNING GROUP, LLC

Jun 2016 – present

SMART401K, LLC

Jun 2015 – May 2016

OVERLAND PARK, KS

THE MUTUAL FUND STORE

Sep 2013 – Jun 2015

OVERLAND PARK, KS

SMART401K, LLC

Mar 2006 – Sep 2013

OVERLAND PARK, KS

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

Oct 2005 – Feb 2006

KANSAS CITY, MO

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 13, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Matthew Jaegers offer?

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

What are Kevin Matthew Jaegers's credentials?

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

Where is Kevin Matthew Jaegers located?

Kevin Matthew Jaegers 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 Matthew Jaegers charge for services?

Kevin Matthew Jaegers'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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