Unclaimed Profile

David Burch Dreher

THE RETIREMENT PLANNING GROUP, INC.·OVERLAND PARK, Kansas

SIE, Series 6TO, Series 7, Series 63, Series 66, Series 99TO23 years registeredTHE RETIREMENT PLANNING GROUP, INC.

11512 W. 119TH, OVERLAND PARK, KS 66213CRD# 2138743Firm CRD# 129625

Profile Verification

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

Identity

David Burch Dreher · OVERLAND PARK, KS

Registration

CRD #2138743 · THE RETIREMENT PLANNING GROUP, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE RETIREMENT PLANNING GROUP, INC.

THE RETIREMENT PLANNING GROUP, INC.

May 2009 – Oct 2015

OVERLAND PARK, KS

UBS FINANCIAL SERVICES INC.

Jul 2003 – May 2009

KANSAS CITY, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 63

Series 66

Series 99TO

Registration record

First registered · July 2, 2003

Years registered · 23

Disclosure History

1984Regulatory·Final

2 disclosure events 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 David Burch Dreher offer?

David Burch Dreher specializes in Financial Planning, Investment Management.

What are David Burch Dreher's credentials?

David Burch Dreher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Burch Dreher located?

David Burch Dreher is based in OVERLAND PARK, Kansas, last registered with THE RETIREMENT PLANNING GROUP, INC..

How does David Burch Dreher charge for services?

David Burch Dreher'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, INC.?

THE RETIREMENT PLANNING GROUP, INC. 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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