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Alexis Dianne Barling

THE Retirement Planning Group, LLC

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About Alexis Dianne Barling

Alexis Dianne Barling is a financial advisor working at The Retirement Planning Group, LLC. Alexis has worked in the financial industry for over 12 years. Alexis holds the Series 7, Series 24, Series 52, and Series 65 licenses. Alexis has experience providing financial advice to high-net-worth individuals and individuals other than high-net-worth. Alexis also provides financial planning services and educational seminars. Alexis is a Vice President and bookkeeper for Brian Barling Painting Inc. in Leawood, KS.

Firm Information

Alexis Barling is currently registered with THE Retirement Planning Group, LLC. THE Retirement Planning Group, LLC is an investment advisor registered with the SEC. The firm manages approximately $2.63 billion in assets for 8,607 clients, including high-net-worth individuals and individuals other than high-net-worth. The firm provides financial planning, portfolio management for individuals, and educational seminars. They are based in Leawood, KS.
THE Retirement Planning Group, LLC

4811 W. 136TH STREET

LEAWOOD, KS 66224

$2.63B

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexis Barling’s Registration & Firm History

KS

09/13/2019 - Present

THE Retirement Planning Group, LLC (LEAWOOD KS)

MO

06/27/2016 - 06/27/2018

UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 12/18/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/2016

Series 24 - General Securities Principal Examination

BC

Issued 06/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2017

Series 52 - Municipal Securities Representative Examination

BC

Issued 06/27/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexis Dianne Barling.
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