The Retirement Group, LLC

The Retirement Group, LLC (CRD# 148296) is a financial advisory firm headquartered in San Diego, CA. They manage $93,761,245 in 832 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    832
    ACCOUNTS
  • Average Account Value
    $112,694
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

AL, AZ, CA, CO, CT, FL, GA, ID, IL, KS, LA, MD, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at The Retirement Group, LLC
Showing 1 - 10 of 21 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 28 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
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 29 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.

3
Paul Bergeron
CRD#: 5896842
38 Pacheco Creek Dr., Novato, CA 94949
93
Wealthminder
score

Paul Bergeron (CRD# 5896842) is an Investment Advisor Representative working at The Retirement Group, LLC in Novato, CA and has over 5 years of experience in the finance industry.

4
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 16 years of experience in the finance industry.

5
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 9 years of experience in the finance industry.

6
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 23 years of experience in the finance industry.

7
David G. Meschel
CRD#: 6151678
41 University Drive, Suite 200, Newtown, PA 18940
93
Wealthminder
score

David Meschel (CRD# 6151678) is an Investment Advisor Representative working at The Retirement Group, LLC in Newtown, PA and has over 3 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.

8
Patrick W. Ray
CRD#: 3168735
10675 Sorrento Valley Road, Suite 100, San Diego, CA 92121
93
Wealthminder
score

Patrick Ray (CRD# 3168735) is an Investment Advisor Representative working at The Retirement Group, LLC in San Diego, CA and has over 17 years of experience in the finance industry.

9
Reza J. Javidan
CRD#: 6112973
10675 Sorrento Valley Road, Suite 100, San Diego, CA 92121
90
Wealthminder
score

Reza Javidan (CRD# 6112973) is an Investment Advisor Representative working at The Retirement Group, LLC in San Diego, CA and has over 2 years of experience in the finance industry.

10
Derek E. Schreiner
CRD#: 6273570
10675 Sorrento Valley Road, Suite 100, San Diego, CA 92121
88
Wealthminder
score

Derek Schreiner (CRD# 6273570) is an Investment Advisor Representative working at The Retirement Group, LLC in San Diego, CA and has over 2 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.