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Brian P Thomas

THE Retirement Planning Group, LLC

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About Brian P Thomas

Brian Thomas is a financial advisor who has been in the industry since 2023. Brian has a Series 7TO, SIE, and Series 66 license and is registered in 14 states. Brian currently works at The Retirement Planning Group, LLC and previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. The Retirement Planning Group, LLC has approximately $2,628,804,481 in assets under management and focuses on financial planning, portfolio management for individuals, educational seminars, and publication of periodicals.

Firm Information

Brian Thomas 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 Thomas’s Registration & Firm History

KS

12/02/2024 - Present

THE Retirement Planning Group, LLC (LEAWOOD KS)

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Licenses & Designations

BOTH

Issued 04/17/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/20/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Brian P Thomas.
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