Reed Hersma (CRD# 7518228) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 2 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Retirement Planning Group | Leawood, KS | Dec 2021 - Current | 2 |
| Ryan Transportation | Overland Park, KS | Aug 2021 - Dec 2021 | < 1 |
| Lawrence Public Schools | Lawrence, KS | Jan 2021 - May 2021 | < 1 |
| University Of Kansas School Of Business | Lawrence, KS | Aug 2020 - May 2021 | < 1 |
| The University Of Kansas | Lawrence, KS | Aug 2017 - May 2021 | 3 |
| Terra Nova Lawn Care LLC | Olathe, KS | May 2020 - Jul 2020 | < 1 |
| Shawn & Sons Artisan Pub And Coffeehouse | Lawrence, KS | Aug 2019 - Jan 2020 | < 1 |
| Young Life Adventures: Northbound | Lake City, MI | Jul 2019 - Aug 2019 | < 1 |
| Young Life Camping: Michindoh | Hillsdale, MI | Jun 2019 - Jun 2019 | < 1 |
| Young Life Adventures: Northbound | Lake City, MI | Jun 2019 - Jun 2019 | < 1 |
| The University Of Kansas Student Housing | Lawrence, KS | Aug 2017 - May 2018 | < 1 |
| Little Pops Pizzeria | Naperville, IL | Sep 2015 - Jul 2017 | 1 |
| Naperville Central High School | Naperville, IL | Aug 2013 - May 2017 | 3 |
| Colonial Cafe | Naperville, IL | Dec 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- KS
-
Total Assets Under Management1,797MILLIONS
-
Total Number of Accounts6,793ACCOUNTS
-
Average Account Value$264,503
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MI, MO, NC, NE, OH, OR, SC, TN, TX, WA
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