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Brandon Stegall

THE Retirement Planning Group, LLC

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About Brandon Stegall

Brandon Stegall is a financial advisor associated with The Retirement Planning Group, LLC. Brandon has been in the financial services industry for over 20 years. Brandon holds the Series 6, 7, and 66 securities licenses. Brandon is also a Certified Financial Planner.

Firm Information

Brandon Stegall 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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Brandon Stegall’s Registration & Firm History

KS

09/09/2020 - Present

THE Retirement Planning Group, LLC (LEAWOOD KS)

KS

05/16/2014 - 09/01/2020

TD AMERITRADE, INC. (OVERLAND PARK KS)

MO

02/13/2009 - 05/22/2014

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

MO

08/05/2009 - 05/02/2011

AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)

TX

09/02/1999 - 07/29/2002

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MO

05/06/1999 - 08/18/1999

AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)

MO

10/29/1997 - 08/17/1999

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

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Licenses & Designations

BOTH

Issued 06/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/16/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2009

Series 7 - General Securities Representative Examination

BC

Issued 02/12/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Stegall.
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