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).

By the Numbers
  • Total Assets Under Management
    437
    MILLION
  • Total Number of Accounts
    1,651
    ACCOUNTS
  • Average Account Value
    $264,939
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, IL, IN, LA, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OK, OR, SD, TX, UT, VA, WA

Financial Advisors at The Retirement Group, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Paul Bergeron
CRD#: 5896842
Novato, CA

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.

2
Wesley G. Boudreaux
CRD#: 4550987
1980 Post Oak Blvd, 15th Floor, Houston, TX 77056

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.

3
Michael J. Corgiat
CRD#: 1213019
10733 Sunset Office Drive, Saint Louis, MO 63127

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.

4
Bill E. Henry
CRD#: 1473646
Colleyville, TX

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.

5
John A. Jastremski
CRD#: 1291024
5414 Oberlin Dr., Suite 220, San Diego, CA 92121

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.

6
Shayne D. Kuebler
CRD#: 3255878
8785 North Government Way, Hayden, ID 83835

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.

7
Kevin M. Landis
CRD#: 2325460
Colleyville, TX

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.

8
Tyson N. Mavar
CRD#: 5514338
Austin, TX

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.

9
Patrick W. Ray
CRD#: 3168735
5414 Oberlin Dr., Suite 220, San Diego, CA 92121

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.

10
Gregory J. Rolfes
CRD#: 3271782
10733 Sunset Office Drive, Suite 225, Saint Louis, MO 63127

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.

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