Brandon
Stegall

The Retirement Planning Group, Inc

CRD#2914155
Investment Advisor
in Overland Park, KS

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About this Advisor

Brandon Stegall is a certified financial planner operating out of Overland Park, Kansas who has 3 years of relevant experience. Stegall is currently employed by The Retirement Planning Group, Inc. Over the course of their career, they have held roles at American Century Investment Services Inc, Td Ameritrade and The Retirement Planning Group. Stegall has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to operate in Kansas. The Retirement Planning Group, Inc is a firm that has its headquarters in Overland Park, KS. It has a total of 24 advisors. It controls $1 billion in total assets across its 5,744 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 5,744 customer accounts, 29% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The Retirement Planning Group, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees for financial management largely depend on which services are provided. However, fees charged by The Retirement Planning Group, Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4811 W. 136Th Street
Overland Park, KS 66224

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The Retirement Planning Group, Inc Brokerage Details

Total Assets Under Management

$1,314,690,669

KS Average: $2,243,162,756
Total Number of Employees

24

KS Average: 44
Total Number of Accounts

5,744

KS Average: 4,091
Average Account Size

$228,881

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Brandon Stegall Work History

Brandon has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

The Retirement Planning Group

2014 - 2020 (6 years)

Td Ameritrade

2009 - 2014 (5 years)

American Century Investment Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brandon Stegall 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, Inc

Kevin Jaegers
Overland Park, KS
Joseph Mcculloch
Overland Park, KS
Kristina Ashworth
Overland Park, KS
Paul Dreher
Overland Park, KS
Michael Russell
Overland Park, KS
Kael Stoaks
Overland Park, KS
Reed Hersma
Overland Park, KS
Taylor Swartzendruber
Overland Park, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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