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Brian Lee Dightman

THE Retirement Planning Group, LLC

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About Brian Lee Dightman

Brian Dightman is a financial advisor with The Retirement Planning Group, LLC. Brian has been in the financial services industry since 2001. Brian is registered with the state of Kansas, Texas, and Washington. Brian specializes in helping individuals and families plan for retirement. Brian has a Series 7 and Series 31 license as well as a Series 66 license. Brian is committed to providing clients with personalized financial advice and guidance.

Firm Information

Brian Dightman 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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Brian Dightman’s Registration & Firm History

KS

01/19/2024 - Present

THE Retirement Planning Group, LLC (LEAWOOD KS)

WA

04/15/2002 - 12/07/2007

RBC DAIN RAUSCHER INC. (SEATTLE WA)

CA

08/20/2001 - 05/28/2002

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

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Licenses & Designations

BOTH

Issued 10/23/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/05/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 08/17/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Lee Dightman.
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