Kristina
Ashworth

The Retirement Planning Group, LLC

CRD#6894195
Investment Advisor
in Overland Park, KS

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About this Advisor

Kristina Ashworth is a financial advisor based in Overland Park, Kansas, working with The Retirement Planning Group, LLC. Kristina has previously held positions at Edward Jones, Bissinger's Handcrafted Chocolatier, and The Retirement Planning Group. Kristina has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Kristina 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

Series 66

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, LLC Brokerage Details

Total Assets Under Management

$2,005,112,327

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

29

KS Average: 44
Total Number of Accounts

6,979

KS Average: 4,091
Average Account Size

$287,307

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

Kristina Ashworth Work History

2020 - Present (4 years)

The Retirement Planning Group

2018 - 2020 (2 years)

Edward Jones

2014 - 2018 (4 years)

Bissinger'S Handcrafted Chocolatier

Disclosures

Please visit the SEC profile of Kristina Ashworth 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

Jandi Iha
Overland Park, KS
Dwight Twillman
Overland Park, KS
Brandon Stegall
Overland Park, KS
Joseph Mcculloch
Overland Park, KS
Kristina Ashworth
Overland Park, KS
Trace Weatherford
Overland Park, KS
Michael Russell
Overland Park, KS
Kevin Jaegers
Overland Park, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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