Reed
Hersma
The Retirement Planning Group, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Reed Hersma is a financial advisor who works out of Overland Park, Kansas with a total of 1 year of industry experience. Hersma currently works for The Retirement Planning Group, Inc. Throughout their career, they have worked at The Retirement Planning Group, Ryan Transportation, The University Of Kansas, Lawrence Public Schools, University Of Kansas School Of Business, Terra Nova Lawn Care LLC, Shawn & Sons Artisan Pub And Coffeehouse, Young Life Adventures: Northbound, Young Life Camping: Michindoh, The University Of Kansas Student Housing, Naperville Central High School, Little Pops Pizzeria, Colonial Cafe, Naperville Little League and Madison Junior High School. Hersma has a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Kansas. The Retirement Planning Group, Inc is an advisory firm headquartered in Overland Park, KS. The investment advisory business has a total of 24 advisors. It oversees $1 billion in assets between its 5,744 customer accounts, making it one of 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 at least $1 million in assets available to invest. 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. Financial management fees are based on which services are offered. However, fees billed by The Retirement Planning Group, Inc can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
The Retirement Planning Group, Inc Brokerage Details
$1,314,690,669
24
5,744
$228,881
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Reed Hersma Work History
Reed has been registered as a financial advisor for 1 years.*
The Retirement Planning Group
Ryan Transportation
Lawrence Public Schools
University Of Kansas School Of Business
Terra Nova Lawn Care LLC
Shawn & Sons Artisan Pub And Coffeehouse
Young Life Adventures: Northbound
Young Life Camping: Michindoh
Young Life Adventures: Northbound
The University Of Kansas
The University Of Kansas Student Housing
Little Pops Pizzeria
Colonial Cafe
Naperville Central High School
Naperville Little League
Madison Junior High School
*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 Reed Hersma 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
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
