The Retirement Group, LLC

The Retirement Group, LLC (CRD# 148296) is a financial advisory firm headquartered in San Diego, CA. They manage $544,452,358 in 1,773 accounts and serve the financial needs of clients across 24 states (or territories).

Current Firm Details
5414 Oberlin Dr., Suite 220, San Diego, CA 92121
https://www.facebook.com/theretirementgroup/
By the Numbers
  • Total Assets Under Management
    544
    MILLION
  • Total Number of Accounts
    1,773
    ACCOUNTS
  • Average Account Value
    $307,080
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, IL, IN, LA, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OK, OR, SD, TX, UT, VA, WA

Financial Advisors at The Retirement Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Paul Bergeron, financial advisor Novato CA
Paul Bergeron
CRD#: 5896842
Novato, CA

Paul Bergeron (CRD# 5896842) is an Investment Advisor Representative working at The Retirement Group, LLC in Novato, CA and has over 12 years of experience in the finance industry.

2
Bill Henry, financial advisor Colleyville TX
Bill E. Henry
CRD#: 1473646
Colleyville, TX

Bill Henry (CRD# 1473646) is an Investment Advisor Representative working at The Retirement Group, LLC in Colleyville, TX and has over 38 years of experience in the finance industry.

3
John Jastremski, financial advisor San Diego CA
John A. Jastremski
CRD#: 1291024
5414 Oberlin Dr., Suite 220, San Diego, CA 92121

John Jastremski (CRD# 1291024) is an Investment Advisor Representative working at The Retirement Group, LLC in San Diego, CA and has over 36 years of experience in the finance industry.

4
Shayne Kuebler, financial advisor Hayden ID
Shayne D. Kuebler
CRD#: 3255878
8785 North Government Way, Hayden, ID 83835

Shayne Kuebler (CRD# 3255878) is an Investment Advisor Representative working at The Retirement Group, LLC in Hayden, ID and has over 24 years of experience in the finance industry.

5
Ronald Harpootlian, financial advisor San Diego CA
Ronald J. Harpootlian
CRD#: 2352505
5414 Oberlin Dr., Suite 220, San Diego, CA 92121

Ronald Harpootlian (CRD# 2352505) is an Investment Advisor Representative working at The Retirement Group, LLC in San Diego, CA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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