Unclaimed Profile

Suzanne Lee Mcdonald

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

Clean recordTHE RETIREMENT PLANNING GROUP, INC.

11512 W. 119TH, OVERLAND PARK, KS 66213CRD# 6178647Firm CRD# 129625

Profile Verification

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

Identity

Suzanne Lee Mcdonald · OVERLAND PARK, KS

Registration

CRD #6178647 · THE RETIREMENT PLANNING GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Suzanne Lee Mcdonald is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with THE RETIREMENT PLANNING GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

THE RETIREMENT PLANNING GROUP, LLC

AUM

$2.6B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6178647

Firm CRD# 129625

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Suzanne Lee Mcdonald offer?

Suzanne Lee Mcdonald specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Suzanne Lee Mcdonald's credentials?

Suzanne Lee Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Suzanne Lee Mcdonald located?

Suzanne Lee Mcdonald is based in OVERLAND PARK, Kansas, working with THE RETIREMENT PLANNING GROUP, INC.. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Suzanne Lee Mcdonald charge for services?

Suzanne Lee Mcdonald'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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