Unclaimed Profile

Troy Ray Hedman

THE RETIREMENT PLANNING GROUP, LLC·LEAWOOD, Kansas

Series 6, Series 26, Series 63, Series 65Clean record25 years registeredTHE RETIREMENT PLANNING GROUP, LLC

4811 W. 136TH STREET, LEAWOOD, KS 66224CRD# 2230104Firm CRD# 129625

Profile Verification

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

Identity

Troy Ray Hedman · LEAWOOD, KS

Registration

CRD #2230104 · THE RETIREMENT PLANNING GROUP, LLC · 25 years registered

Brand Profile

Not yet started

Career History

THE RETIREMENT PLANNING GROUP, LLC

Jun 2021 – present

VISIONARY WEALTH ADVISORS, LLC

Jul 2016 – Jun 2021

Buena Vista, CO

FINANCIAL ENGINES ADVISOR CENTER, LLC

Jul 2015 – Oct 2016

CHESTERFIELD, MO

THE MUTUAL FUND STORE

Apr 2001 – Sep 2015

CHESTERFIELD, MO

Registrations & Exams

FINRA examinations passed

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · April 16, 2001

Years registered · 25

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 Troy Ray Hedman offer?

Troy Ray Hedman specializes in Financial Planning, Investment Management. Contact their office in LEAWOOD, Kansas for a consultation.

What are Troy Ray Hedman's credentials?

Troy Ray Hedman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Troy Ray Hedman located?

Troy Ray Hedman 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 Troy Ray Hedman charge for services?

Troy Ray Hedman'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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