Paul
Dreher

The Retirement Planning Group, Inc

CRD#5274498
Investment Advisor
in Overland Park, KS

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About this Advisor

Paul Dreher is a financial advisor operating in Overland Park, Kansas, with a total of 11 years of relevant experience. Dreher works at The Retirement Planning Group, Inc. They have worked at The Retirement Planning Group, Inc for their entire career. Dreher has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Kansas and Texas. The Retirement Planning Group, Inc is a business operating out of Overland Park, KS. It has a total of 24 people on staff. It oversees $1 billion in assets under management across its 5,744 accounts, placing it among the biggest firms in the United States by assets under management. Of its 5,744 accounts, 29% belong to high-net-worth clients who have at least $1 million in assets. The Retirement Planning Group, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by The Retirement Planning Group, Inc most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 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

Paul Dreher Work History

Paul has been registered as a financial advisor for 11 years.*

2011 - Present (13 years)

The Retirement Planning Group

*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 Paul Dreher 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
Michael Russell
Overland Park, KS
Paul Dreher
Overland Park, KS
David Nyman
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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