Andrew
Thomas
The Retirement Planning Group, LLC
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About this Advisor
Andrew Thomas is a financial advisor based in Overland Park, Kansas, working with The Retirement Planning Group, LLC. Andrew has previously held positions at Smart401K, LLC, Creative Planning, Morgan Stanley, The Retirement Planning Group, and Blooom Inc. Andrew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas and Missouri. Currently, Andrew is part of The Retirement Planning Group, LLC, which operates out of Overland Park, Kansas. The firm has 4 offices and 29 employees. The firm manages assets totaling $2.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at The Retirement Planning Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
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The Retirement Planning Group, LLC Brokerage Details
$2,005,112,327
29
6,979
$287,307
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Andrew Thomas Work History
The Retirement Planning Group
Morgan Stanley
Creative Planning
Blooom Inc
Smart401K, LLC
Disclosures
Please visit the SEC profile of Andrew Thomas 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
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
