Kael Stoaks is an investment adviser representative (IAR) with state registration records since 2017, appearing at 2 firms. Currently registered with THE RETIREMENT PLANNING GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| THE RETIREMENT PLANNING GROUP, LLC | 2020-07-17 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-09-26 | 2020-07-06 | — |