The Retirement Planning Group Inc

Full Contact Details

The Retirement Planning Group Inc

4811 W. 136TH STREET, LEAWOOD, KS

913-498-8898

913-498-8897

Other Info

The Retirement Planning Group Inc is legally known as THE RETIREMENT PLANNING GROUP, INC.. It is a KS Corporation. This firm has 13 employees, of which 7 are employees in advisory roles. It serves 5 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 16, 2004.

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(866)498-8898 Blog | Get in Touch | Client Login Are We Right for You? MenuWho We AreOur FirmOur TeamOur OfficesFAQGet in Touch CloseHow It WorksClient ExperienceFinancial PlanningComprehensive Wealth ManagementInvestment ManagementFoundations CloseWho We HelpRetireesWorking P…

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Direct Owners

ALEXIS DIANNE BARLING
CHIEF COMPLIANCE OFFICER owns less than 5%
CHRIS KYLE COSTELLO
FINANCIAL ADVISOR owns more than 25% but less than 50%
KEVIN MATTHEW JAEGERS
CHIEF INVESTMENT OFFICER owns less than 5%
KEVIN MORRIS CONARD
FINANCIAL ADVISOR owns more than 25% but less than 50%
ROBERT RANDOLPH O'BLENNIS
FINANCIAL ADVISOR owns less than 5%
RYAN PATRICK COSTELLO
PRESIDENT/CHIEF FINANCIAL OFFICER owns less than 5%

Firms Located Nearby

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Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Jul 25, 2019

SCHWAB STRATEGIC TR $91,817k
VANGUARD SCOTTSDALE FDS $46,092k
ISHARES TR $43,750k
SCHWAB STRATEGIC TR $41,433k
VANGUARD GROUP $38,819k
ISHARES TR $30,434k
JOHN HANCOCK ETF TRUST $21,099k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $20,523k
Schwab Aggregate Bond ETF (SCH $15,368k
ISHARES TR $13,319k

All Holdings of the The Retirement Planning Group Inc