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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Kennedy is a financial advisor who has been working in the financial services industry for several years. Adrian is currently registered with The Retirement Planning Group, LLC in Kansas and holds licenses to provide investment advisory services in this state. Adrian has a history of working at several prominent financial institutions, including Ally Invest Securities LLC, TD Ameritrade, Inc., and GWFS Equities, Inc.. Adrian has extensive experience in the financial services industry and specializes in providing financial planning, portfolio management for individuals, educational seminars, and publication of periodicals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
08/27/2024 - Present
THE Retirement Planning Group, LLC (LEAWOOD KS)
MO
03/06/2023 - 03/08/2023
LARSON FINANCIAL SECURITIES, LLC (SAINT LOUIS MO)
NC
06/18/2021 - 02/21/2023
ALLY INVEST SECURITIES LLC (Charlotte NC)
MO
01/26/2021 - 06/08/2021
TD AMERITRADE, INC. (ST. LOUIS MO)
KS
07/03/2018 - 04/10/2019
GWFS EQUITIES, INC. (OVERLAND PARK KS)
IA
Issued 03/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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