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 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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Dave Ramsey - St. Louis - The Retirement Planning Group
(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…

Dave Ramsey - Springfield - The Retirement Planning Group
(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…
Direct Owners
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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%
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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