The Retirement Group, LLC

The Retirement Group, LLC (CRD# 148296) is a financial advisory firm headquartered in San Diego, CA. They manage $230,960,381 in 1,389 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    1,389
    ACCOUNTS
  • Average Account Value
    $166,278
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, IL, IN, LA, MD, MI, MO, NC, NH, NJ, NV, NY, OK, OR, PA, SC, SD, TX, UT, VA, WA

Financial Advisors at The Retirement Group, LLC
Showing 1 - 10 of 30 top financial advisors.
1
Marvin S. King
CRD#: 270012
5016 Mckinney Ave, Ste 100, Dallas, TX 75205
96
Wealthminder
score

Marvin King (CRD# 270012) is an Investment Advisor Representative working at The Retirement Group, LLC in Dallas, TX and has over 29 years of experience in the finance industry. Marvin King has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David G. Meschel
CRD#: 6151678
10675 Sorrento Valley Road, Suite 100, San Diego, CA 92121
96
Wealthminder
score

David Meschel (CRD# 6151678) is an Investment Advisor Representative working at The Retirement Group, LLC in San Diego, CA and has over 5 years of experience in the finance industry. David Meschel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Lawrence A. Wanek
CRD#: 1060879
Green Bay, WI
96
Wealthminder
score

Lawrence Wanek (CRD# 1060879) is an Investment Advisor Representative working at The Retirement Group, LLC in Green Bay, WI and has over 30 years of experience in the finance industry. Lawrence Wanek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Paul Bergeron
CRD#: 5896842
Novato, CA
93
Wealthminder
score

Paul Bergeron (CRD# 5896842) is an Investment Advisor Representative working at The Retirement Group, LLC in Novato, CA and has over 7 years of experience in the finance industry.

5
Matthew W. Curry
CRD#: 4150035
Colleyville, TX
93
Wealthminder
score

Matthew Curry (CRD# 4150035) is an Investment Advisor Representative working at The Retirement Group, LLC in Colleyville, TX and has over 18 years of experience in the finance industry.

6
Bruce T. Formes
CRD#: 2545114
10675 Sorrento Valley Road, Suite 100, San Diego, CA 92121
93
Wealthminder
score

Bruce Formes (CRD# 2545114) is an Investment Advisor Representative working at The Retirement Group, LLC in San Diego, CA and has over 23 years of experience in the finance industry.

7
Bill E. Henry
CRD#: 1473646
10675 Sorrento Valley Road, Suite 100, San Diego, CA 92121
93
Wealthminder
score

Bill Henry (CRD# 1473646) is an Investment Advisor Representative working at The Retirement Group, LLC in San Diego, CA and has over 32 years of experience in the finance industry.

8
Timothy M. Lynott
CRD#: 5426630
6028 Sterling Drive, Colleyville, TX 76034
93
Wealthminder
score

Timothy Lynott (CRD# 5426630) is an Investment Advisor Representative working at The Retirement Group, LLC in Colleyville, TX and has over 10 years of experience in the finance industry.

9
Leon F. Malnik
CRD#: 2311383
10675 Sorrento Valley Road, Suite 100, San Diego, CA 92121
93
Wealthminder
score

Leon Malnik (CRD# 2311383) is an Investment Advisor Representative working at The Retirement Group, LLC in San Diego, CA and has over 25 years of experience in the finance industry.

10
Patrick W. Ray
CRD#: 3168735
10733 Sunset Office Drive, Suite 225, Saint Louis, MO 63127
93
Wealthminder
score

Patrick Ray (CRD# 3168735) is an Investment Advisor Representative working at The Retirement Group, LLC in Saint Louis, MO and has over 19 years of experience in the finance industry.

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