The Retirement Planning Group, LLC

The Retirement Planning Group, LLC (CRD# 129625) is a financial advisory firm headquartered in Leawood, KS. They manage $1,549,489,960 in 6,117 accounts and serve the financial needs of clients across 22 states (or territories).

Current Firm Details
4811 W. 136th Street, Leawood, KS 66224
http://facebook.com/trpgkc
By the Numbers
  • Total Assets Under Management
    1,549
    MILLION
  • Total Number of Accounts
    6,117
    ACCOUNTS
  • Average Account Value
    $253,309
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
  • Publication of periodicals or newsletters
  • 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.

AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MI, MO, NC, NE, OH, OR, SC, TN, TX, WA

Financial Advisors at The Retirement Planning Group, LLC
Showing 1 - 10 of 19 top financial advisors.
1
Kristina Ashworth, financial advisor Leawood KS
Kristina M. Ashworth
CRD#: 6894195
4811 W. 136th Street, Leawood, KS 66224

Kristina Ashworth (CRD# 6894195) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 5 years of experience in the finance industry.

2
Alexis Barling, financial advisor Leawood KS
Alexis D. Barling
CRD#: 2345972
4811 W. 136th Street, Leawood, KS 66224

Alexis Barling (CRD# 2345972) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 8 years of experience in the finance industry.

3
Kevin Conard, financial advisor Leawood KS
Kevin M. Conard
CRD#: 3193016
4811 W. 136th Street, Leawood, KS 66224

Kevin Conard (CRD# 3193016) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 24 years of experience in the finance industry.

4
Ryan Costello, financial advisor Leawood KS
Ryan P. Costello
CRD#: 4547636
4811 W. 136th Street, Leawood, KS 66224

Ryan Costello (CRD# 4547636) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 21 years of experience in the finance industry. Ryan 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.

5
Paul Dreher, financial advisor Leawood KS
Paul A. Dreher
CRD#: 5274498
4811 W. 136th Street, Leawood, KS 66224

Paul Dreher (CRD# 5274498) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 16 years of experience in the finance industry.

6
Troy Hedman, financial advisor Leawood KS
Troy R. Hedman
CRD#: 2230104
4811 W. 136th Street, Leawood, KS 66224

Troy Hedman (CRD# 2230104) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 31 years of experience in the finance industry.

7
Kevin Jaegers, financial advisor Leawood KS
Kevin M. Jaegers
CRD#: 4794772
4811 W. 136th Street, Leawood, KS 66224

Kevin Jaegers (CRD# 4794772) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 19 years of experience in the finance industry.

8
Nancy Luther, financial advisor Chesterfield MO
Nancy A. Luther
CRD#: 5840885
14755 N. Outer 40 Road, Chesterfield, MO 63017

Nancy Luther (CRD# 5840885) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Chesterfield, MO and has over 12 years of experience in the finance industry.

9
Joseph McCulloch, financial advisor Leawood KS
Joseph G. McCulloch
CRD#: 5315337
4811 W. 136th Street, Leawood, KS 66224

Joseph McCulloch (CRD# 5315337) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 16 years of experience in the finance industry. Joseph McCulloch 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.

10
Robert O'blennis, financial advisor Leawood KS
Robert R. O'blennis
CRD#: 4935281
4811 W. 136th Street, Leawood, KS 66224

Robert O'blennis (CRD# 4935281) is an Investment Advisor Representative working at The Retirement Planning Group, LLC in Leawood, KS and has over 18 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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