The Retirement Group, LLC
The Retirement Group, LLC (CRD# 148296) is a financial advisory firm headquartered in San Diego, CA. They manage $437,414,376 in 1,651 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management437MILLION
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Total Number of Accounts1,651ACCOUNTS
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Average Account Value$264,939
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, ID, IL, IN, LA, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OK, OR, SD, TX, UT, VA, WA
Paul Bergeron (CRD# 5896842) is an Investment Advisor Representative working at The Retirement Group, LLC in Novato, CA and has over 12 years of experience in the finance industry.
Wesley Boudreaux (CRD# 4550987) is an Investment Advisor Representative working at The Retirement Group, LLC in Houston, TX and has over 21 years of experience in the finance industry.
Michael Corgiat (CRD# 1213019) is an Investment Advisor Representative working at The Retirement Group, LLC in Saint Louis, MO and has over 40 years of experience in the finance industry.
Bill Henry (CRD# 1473646) is an Investment Advisor Representative working at The Retirement Group, LLC in Colleyville, TX and has over 38 years of experience in the finance industry.
John Jastremski (CRD# 1291024) is an Investment Advisor Representative working at The Retirement Group, LLC in San Diego, CA and has over 36 years of experience in the finance industry.
Shayne Kuebler (CRD# 3255878) is an Investment Advisor Representative working at The Retirement Group, LLC in Hayden, ID and has over 24 years of experience in the finance industry.
Kevin Landis (CRD# 2325460) is an Investment Advisor Representative working at The Retirement Group, LLC in Colleyville, TX and has over 31 years of experience in the finance industry. Kevin Landis 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.
Tyson Mavar (CRD# 5514338) is an Investment Advisor Representative working at The Retirement Group, LLC in Austin, TX and has over 11 years of experience in the finance industry.
Patrick Ray (CRD# 3168735) 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.
Gregory Rolfes (CRD# 3271782) is an Investment Advisor Representative working at The Retirement Group, LLC in Saint Louis, MO and has over 24 years of experience in the finance industry.