Paul DreherCRD Number: 5274498
Current Firm: The Retirement Planning Group, Inc.
Paul Dreher (CRD# 5274498) is an Investment Advisor Representative working at The Retirement Planning Group, Inc. in Overland Park, KS and has over 10 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|The Retirement Planning Group, Inc.||Overland Park, KS||Dec 2011 - Current||6|
|John Hancock Funds, LLC||Boston, MA||Nov 2010 - Nov 2011||1|
|John Hancock Distributors LLC||Boston, MA||Jan 2007 - Nov 2011||4|
|John Hancock||Kansas City, MO||Aug 2006 - Nov 2011||5|
|Bucharest Business Week||Bucharest,||Jun 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2012|
|S63||Uniform Securities State Law Examination||Mar 2007|
Total Assets Under Management549MILLIONS
Total Number of Accounts2,305ACCOUNTS
Average Account Value$238,336
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CO, FL, IL, KS, MO, NE, OR, TX