| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexis Dianne Barling Control | Chief Compliance Officer | Under 5% | 2019 |
| Aretec Group, Inc Control | Sole Member | Over 75% | 2023 |
| Christopher M Bouffard Control | Chief Investment Officer | Under 5% | 2021 |
The Retirement Planning Group, LLC reports $3 billion in regulatory assets under management on its Form ADV.
The Retirement Planning Group, LLC reports 58 employees.
The Retirement Planning Group, LLC is based in Leawood, KS and has been SEC-registered since 2004.
The Retirement Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11460 Tomahawk Creek Pkwy, Suite 400, Leawood, KS 66211 |
| Phone | 913-498-8898 |
| Fax | 913-498-8897 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1508195 |
| Discloses disciplinary history | No |
| Discretionary | $2.9B |
| Non-discretionary | $115.9M |
| Total (RAUM) | $3.02B |