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THE RETIREMENT PLANNING GROUP, LLC
THE RETIREMENT PLANNING GROUP, LLC
LEAWOOD, Kansas
·
8 registered advisors
·
CRD# 129625
SEC# 801-62655
4
913-498-8898
01
Firm Overview
AUM
$2.6B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at THE RETIREMENT PLANNING GROUP, LLC
8 registered advisors
Alexis Dianne Barling
LEAWOOD, Kansas
CRD# 2345972
David Burch Dreher
OVERLAND PARK, Kansas
CRD# 2138743
Dwight Earl Twillman
LEAWOOD, Kansas
CRD# 2156908
Kevin Matthew Jaegers
LEAWOOD, Kansas
CRD# 4794772
Kevin Morris Conard
LEAWOOD, Kansas
CRD# 3193016
Robert Randolph O'blennis
LEAWOOD, Kansas
CRD# 4935281
Ryan Patrick Costello
LEAWOOD, Kansas
CRD# 4547636
Troy Ray Hedman
LEAWOOD, Kansas
CRD# 2230104
05
Office Locations
LEAWOOD, Kansas
7 advisors
OVERLAND PARK, Kansas
1 advisor
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Data sourced from SEC Form ADV filings. THE RETIREMENT PLANNING GROUP, LLC (CRD# 129625) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.