The Retirement Planning Group, Inc.

The Retirement Planning Group, Inc. (CRD# 129625) is a financial advisory firm headquartered in Overland Park, KS. They manage $549,364,909 in 2,305 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    549
    MILLION
  • Total Number of Accounts
    2,305
    ACCOUNTS
  • Average Account Value
    $238,336
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA, CO, FL, IL, KS, MO, NE, OR, TX

Financial Advisors at The Retirement Planning Group, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Kevin M. Jaegers
CRD#: 4794772
11512 W. 119th, Overland Park, KS 66213
96
Wealthminder
score

Kevin Jaegers (CRD# 4794772) is an Investment Advisor Representative working at The Retirement Planning Group, Inc. in Overland Park, KS and has over 13 years of experience in the finance industry.

2
Dwight E. Twillman
CRD#: 2156908
11512 W. 119th, Overland Park, KS 66213
96
Wealthminder
score

Dwight Twillman (CRD# 2156908) is an Investment Advisor Representative working at The Retirement Planning Group, Inc. in Overland Park, KS and has over 26 years of experience in the finance industry. Dwight Twillman 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
Ryan P. Costello
CRD#: 4547636
11512 W 119th St, Overland Park, KS 66213
93
Wealthminder
score

Ryan Costello (CRD# 4547636) is an Investment Advisor Representative working at The Retirement Planning Group, Inc. in Overland Park, KS and has over 15 years of experience in the finance industry.

4
Paul A. Dreher
CRD#: 5274498
11512 W. 119th, Overland Park, KS 66213
93
Wealthminder
score

Paul Dreher (CRD# 5274498) is an Investment Advisor Representative working at The Retirement Planning Group, Inc. in Overland Park, KS and has over 10 years of experience in the finance industry.

5
Robert R. O'blennis
CRD#: 4935281
1401 S. Brentwood Ave., Ste. 825, Brentwood, MO 63144
93
Wealthminder
score

Robert O'blennis (CRD# 4935281) is an Investment Advisor Representative working at The Retirement Planning Group, Inc. in Brentwood, MO and has over 12 years of experience in the finance industry.

6
Matthew G. Swatek
CRD#: 4013982
1531 East Bradford Parkway, Suite 303-a, Springfield, MO 65804
93
Wealthminder
score

Matthew Swatek (CRD# 4013982) is an Investment Advisor Representative working at The Retirement Planning Group, Inc. in Springfield, MO and has over 18 years of experience in the finance industry.

7
Justin D. Brink
CRD#: 4820995
11512 W. 119th, Overland Park, KS 66213
90
Wealthminder
score

Justin Brink (CRD# 4820995) is an Investment Advisor Representative working at The Retirement Planning Group, Inc. in Overland Park, KS and has over 13 years of experience in the finance industry.

8
Chris K. Costello
CRD#: 2630844
11512 W. 119th, Overland Park, KS 66213
86
Wealthminder
score

Chris Costello (CRD# 2630844) is an Investment Advisor Representative working at The Retirement Planning Group, Inc. in Overland Park, KS and has over 22 years of experience in the finance industry. Chris Costello 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.

9
Kevin M. Conard
CRD#: 3193016
11512 W. 119th, Overland Park, KS 66213
83
Wealthminder
score

Kevin Conard (CRD# 3193016) is an Investment Advisor Representative working at The Retirement Planning Group, Inc. in Overland Park, KS and has over 18 years of experience in the finance industry.

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