THE RETIREMENT PLANNING GROUP, LLC of LEAWOOD, KS is an SEC-registered investment adviser (CRD 129625). Regulatory assets under management: $4.2B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Corporations.
| Name | Role | Location |
|---|---|---|
| Ryan Patrick Costello | PRESIDENT | — |
| Kevin Morris Conard | CHIEF EXECUTIVE OFFICER | — |
| Alexis Dianne Barling | CHIEF COMPLIANCE OFFICER | — |
| Kevin Matthew Jaegers | CHIEF OPERATING OFFICER | — |
| Christopher M Bouffard | CHIEF INVESTMENT OFFICER | — |
| Michelle Renee Burchard | DIRECTOR OF HR & CLIENT SERVICES | — |
| Matthew Allen Striegel | DIRECTOR OF FINANCE & ACCOUNTING | — |
| Luke Aaron Crowther | DIRECTOR OF TAX | — |
| COSTELLO JAMES PATRICK | PRESIDENT; PRESIDENT/CHIEF FINANCIAL OFFICER; VICE PRESIDENT (+1 more) | — |
| HEDMAN TROY RAY | SENIOR WEALTH MANAGER | — |
| COSTELLO JENNIFER ANN | PRESIDENT; SECRETARY | — |
| COSTELLO CHRIS KYLE | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER (+2 more) | — |
| CONARD KEVIN MORRIS | CHIEF EXECUTIVE OFFICER; FINANCIAL ADVISOR; PRESIDENT (+1 more) | — |
| O'BLENNIS ROBERT RANDOLPH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR; FINANCIAL ADVISOR (+1 more) | — |
| FORTNER ROY MARSHALL | SR VICE PRESIDENT & FINANCIAL ADVISOR | — |
| BOLING TOM S | CHIEF INVESTMENT OFFICER & FINANCIAL ADVISOR; FINANCIAL ADVISOR; VICE PRESIDENT & FINANCIAL ADVISOR | — |
| DREHER DAVID BURCH | FINANCIAL ADVISOR; SR VICE PRESIDENT & FINANCIAL ADVISOR | — |
| MCDONALD SUZANNE LEE | CHIEF OPERATING OFFICER | — |
| BOUFFARD CHRISTOPHER M | CHIEF INVESTMENT OFFICER | — |
| JAEGERS KEVIN MATTHEW | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER - DIRECTOR OF OPERATIONS; CHIEF OPERATING OFFICER | — |
| BARLING ALEXIS DIANNE | CHIEF COMPLIANCE OFFICER | — |
| TWILLMAN DWIGHT EARL | SVP - WEALTH MANAGEMENT | — |
| BURCHARD MICHELLE RENEE | DIRECTOR OF HR & CLIENT SERVICES | — |
| STRIEGEL MATTHEW ALLEN | DIRECTOR OF FINANCE & ACCOUNTING | — |
| CROWTHER LUKE AARON | DIRECTOR OF TAX | — |