Adrian
Kennedy
The Retirement Planning Group, LLC
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About this Advisor
Adrian Kennedy is a financial advisor based in Leawood, Kansas, working with The Retirement Planning Group, LLC. Adrian has previously worked at Bcinsourcing, Ssc Cpa'S, H&R Block, Blue Cross Blue Shield Kansas City, Wolter'S Kluwer Cch, Great West Financial, T.D. Ameritrade, Cm & Associates LLC, Ally Invest Securities, Larson Financial Group, The Retirement Planning Group, Wells Fargo, Ra Tax And Accounting, Jill Pruitt Cpa Pc, and Thomson Reuters. Adrian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas. Adrian is currently with The Retirement Planning Group, LLC, which operates out of Leawood, Kansas. The firm has 8 offices and 58 employees. The Retirement Planning Group, LLC manages $2.7 billion in assets and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and educational seminars. The Retirement Planning Group, LLC offers asset-based and fixed fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Retirement Planning Group, LLC Brokerage Details
$2,651,400,832
58
8,975
$295,421
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Adrian Kennedy Work History
The Retirement Planning Group
Jill Pruitt Cpa Pc
Thomson Reuters
Larson Financial Group
Wells Fargo
Ra Tax And Accounting
Ally Invest Securities
T.D. Ameritrade
Cm & Associates LLC
H&R Block
Bcinsourcing
Ssc Cpa'S
Great West Financial
H&R Block
Blue Cross Blue Shield Kansas City
Wolter'S Kluwer Cch
Disclosures
Please visit the SEC profile of Adrian Kennedy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Retirement Planning Group, LLC
Leawood, KS
San Ramon, CA
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
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