AdvisorOS Directory
Claim Profile
MS

Matthew Allen Striegel

THE RETIREMENT PLANNING GROUP, LLC·LEAWOOD, Kansas
Unclaimed Profile
4811 W. 136TH STREET, LEAWOOD, KS 66224CRD# 7894546Firm CRD# 129625
01

About

Matthew Allen Striegel 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# 7894546
Firm CRD# 129625
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LEAWOOD?

Browse all registered financial advisors in LEAWOOD, Kansas or claim this profile if it's yours.

Browse LEAWOOD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Matthew Allen Striegel offer?
Matthew Allen Striegel specializes in Financial Planning, Investment Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are Matthew Allen Striegel's credentials?
Matthew Allen Striegel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Allen Striegel located?
Matthew Allen Striegel 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 Matthew Allen Striegel charge for services?
Matthew Allen Striegel'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LEAWOOD
Steven Kenneth Braun — COGNIOS CAPITAL, LLCKelly Brian Rorie — LOGIA PORTFOLIO MANAGEMENT, LLCPaul Bradley Adams — TORTOISE INDEX SOLUTIONS, LLCKevin Morris Conard — THE RETIREMENT PLANNING GROUP, LLCJohn Gerard Brandmeyer — COGNIOS CAPITAL, LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile