The Retirement Planning Group, LLC
The Retirement Planning Group, LLC (CRD# 129625) is a financial advisory firm headquartered in Leawood, KS. They manage $1,796,771,675 in 6,793 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management1,797MILLION
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Total Number of Accounts6,793ACCOUNTS
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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
Joseph McCulloch (CRD# 5315337) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 16 years of experience in the finance industry.
Robert O'blennis (CRD# 4935281) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 18 years of experience in the finance industry.
Ethan Pace (CRD# 6197577) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 10 years of experience in the finance industry.
Brandon Stegall (CRD# 2914155) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 15 years of experience in the finance industry.
Kael Stoaks (CRD# 6823192) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 6 years of experience in the finance industry.
Dwight Twillman (CRD# 2156908) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 32 years of experience in the finance industry.
John Vu (CRD# 2899979) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Chesterfield, MO and has over 26 years of experience in the finance industry.
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.
David Nyman (CRD# 7275493) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 3 years of experience in the finance industry.
Taylor Pearson (CRD# 7002683) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 5 years of experience in the finance industry.