Invested Better
Unclaimed

Unclaimed

Unclaimed

Cael Braden Crispin

THE Retirement Planning Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cael? Claim Your Profile

About Cael Braden Crispin

Cael Braden Crispin is an Investment Advisor Representative at The Retirement Planning Group, LLC. Cael Crispin has been working in the financial industry since 2013. Cael Crispin is registered in Kansas. Cael Crispin's specializations include: Financial planning, portfolio management for individuals, educational seminars and publication of periodicals. The Retirement Planning Group, LLC specializes in providing financial planning and portfolio management services to individuals. The Retirement Planning Group, LLC has offices in Leawood, Kansas.

Firm Information

Cael Crispin 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cael Crispin’s Registration & Firm History

KS

06/05/2024 - Present

THE Retirement Planning Group, LLC (LEAWOOD KS)

Not sure if Cael Braden Crispin is right for you?

Licenses & Designations

IA

Issued 06/05/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cael Braden Crispin.
Not sure if Cael Braden Crispin is right for you?