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 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
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.

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 6 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 17 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 10 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 24 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 4 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 18 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 3 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 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.