The Retirement Planning Group Inc
Legal Name: 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., a registered KS Corporation, offers advisory services to an exclusive group of 5 clients. This firm, which has 13 employees, 7 of whom serve in advisory roles, has been an SEC-approved entity since January 2004.
The Retirement Planning Group | Retirement Advisors
Looking for professional retirement planning in Kansas City, St. Louis, or Denver? Our advisors at The Retirement Planning Group can help.
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Kansas City Wealth Managers | Wealth Management Team
We’ll assemble a dedicated group of in-house professionals made up of a Wealth Manager, Tax Professional, Investment Team Member, and Client Service Associate.
Joe McCulloch - The Retirement Planning Group
Joe McCulloch, CFP® is a Wealth Manager with The Retirement Planning Group, in Chesterfield, MO serving the greater St. Louis area.
Kansas City Wealth Managers | Wealth Management Team
We’ll assemble a dedicated group of in-house professionals made up of a Wealth Manager, Tax Professional, Investment Team Member, and Client Service Associate.
Direct Owners
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ALEXIS DIANNE BARLING
CHIEF COMPLIANCE OFFICER owns less than 5%
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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%
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ROBERT RANDOLPH O'BLENNIS
FINANCIAL ADVISOR owns less than 5%
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RYAN PATRICK COSTELLO
PRESIDENT/CHIEF FINANCIAL OFFICER owns less than 5%
Firms Located Nearby
News
- Retirement Planning Group, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Retirement Planning Group, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Retirement Planning Group, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Retirement Planning Group Q4 2022 vs. Q1 2023: A Comprehensive Look at 13F Holdings
Top Holdings
- 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