Dwight
Twillman

The Retirement Planning Group, Inc

CRD#2156908
Investment Advisor
in Overland Park, KS

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About this Advisor

Dwight Twillman is a certified financial planner working out of Overland Park, Kansas with 9 years of relevant experience. Twillman is an advisor for The Retirement Planning Group, Inc. The advisor has gained experience at Kornitzer Capital Management, Inc, Quasar Distributors, LLC, Fisher Investments and The Retirement Planning Group. Twillman maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kansas and Texas. The Retirement Planning Group, Inc is a registered investment business headquartered in Overland Park, KS. The firm has a total of 24 people on staff. It oversees $1 billion in assets between its 5,744 client accounts, placing it among the largest firms in the United States by assets under management. Of its 5,744 client accounts, 29% are held by high-net-worth clients who have greater than $1 million in assets. The business provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial management fees usually depend on the type of financial services. However, fees charged by The Retirement Planning Group, Inc likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 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

Dwight Twillman Work History

Dwight has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

The Retirement Planning Group

2013 - 2014 (1 year)

Fisher Investments

2010 - 2013 (3 years)

Quasar Distributors, LLC

2001 - 2013 (12 years)

Kornitzer Capital Management, 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 Dwight Twillman 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
Kael Stoaks
Overland Park, KS
Paul Dreher
Overland Park, KS
Michael Russell
Overland Park, KS
Taylor Swartzendruber
Overland Park, KS
Reed Hersma
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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