Featured Business Financial Advisor in Overland Park, KS
Overland Park Financial Advisors
The Retirement Planning Group
11512 W. 119th Street
Overland Park, KS 66213
(913) 498-8898
“Get organized. Get on track. Grab your future.”
Advisor Profile
Kevin Conard
Name:  Kevin Conard
Phone Number:  (913) 498-8898
Website:  Visit Website

About The Retirement Planning Group

Wouldn't it be great if there was a financial firm that understood your journey
in life and could help you create a financial plan to fulfill that journey? Well,
look no further. Introducing The Retirement Planning Group! This firm focuses on life stage financial planning ? planning that meets you where you are and
helps you grab your future.

Feeling disorganized? Not sure where to even start? Worried if you are on
track? Are there other things you could be doing? Wondering if or when you
can retire? Curious about how much income you could expect to live off of
without running out of money? TRPG is an independent firm dedicated to
creating hope through answering these questions and more.

The Retirement Planning Group is a fiduciary and each advisor has a limited
number of clients that they work with - ensuring you receive the time and
attention you deserve to create an individualized strategy.

Get organized. Get on track. Grab your future!

General Information

CRD#:    3193016
Firm CRD#:    129625
SEC File#:    801-62655
Name of Custodial Firm:    Charles Schwab
States Licensed in:    KS MO
States Willing to do Business in:    Basehor,Belton,Blue Springs,Bonner Springs,Bucyrus,Clearview City,Cleveland,De Soto,Edgerton,Eudora,Freeman,Gardner,Grandview,Greenwood,Independence,Kansas City,Lansing,Leawood,Lees Summit,Lenexa,Linwood,Louisburg,Mission,Olathe,Overland Park,Peculiar,Prairie Village,Raymore,Riverside,Shawnee,Spring Hill,Stilwell
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    14
I work with the following types of clients:    Businesses, Investment Clubs, Individual Investors


Investment Types:    Mutual Funds, Stocks, Bonds, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Retirement Income
I can meet clients in the following ways:    At my office, Via email

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Life, Long Term Care
Financial Organization Memberships:    Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients:    800
Firm's Number of Planning Clients:    800
Firm's Number of Managed Clients:    800
Assets Managed by Firm:    720,000,000
Assets Managed by Advisor:    $140,000,000

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50
Compensation Methods:    Based on Assets
Prepared By: Kevin Conard
Yellow Pages - RothIra.org 2018 | Privacy Policy | Terms Of Use | Help | Contact | Advertise | Affiliate Program | Link To Us | Site Map
All Rights Reserved