Retirement Planning is an investment advisor in Leawood with $1.43 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
200353273
SEC advisor number
801-62655
FINRA CRD number
129625
AUM ?
$1.43 bn
(as of 2 Nov 22)
Accounts
4,614
(as of 2 Nov 22)
Employees
24
(13 investment advisory or research)
Address
Retirement Planning
4811 W. 136TH STREET
LEAWOOD
KS 66224
4811 W. 136TH STREET
LEAWOOD
KS 66224
Office hours
Monday - Friday, 8:30 A.M. TO 5:00 P.M.
Phone
913-498-8898
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Costello, Ryan, Patrick | President | 02/2004 | 10-25% |
Conard, Kevin, Morris | Chief Executive Officer | 02/2004 | 50-75% |
O'blennis, Robert, Randolph | SVP - Wealth Management | 03/2007 | 5-10% |
Barling, Alexis, Dianne | Chief Compliance Officer | 09/2019 | < 5% |
Jaegers, Kevin, Matthew | Chief Operating Officer | 06/2016 | < 5% |
Twillman, Dwight, Earl | SVP - Wealth Management | 03/2014 | < 5% |
Hedman, Troy, Ray | Senior Wealth Manager | 06/2021 | 5-10% |
Bouffard, Christopher, M | Chief Investment Officer | 09/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22