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Christina Lynne McCabe

THE Retirement Planning Group, LLC

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About Christina Lynne McCabe

Christina Lynne McCabe is an investment advisor representative with The Retirement Planning Group, LLC, based in Chesterfield, Missouri. She has been in the industry since August 2010. Christina holds Series 7 and Series 65 licenses and specializes in Retirement planning, Financial planning, College savings planning, and Estate planning. Christina was previously registered with Wells Fargo Advisors Financial Network, LLC, and also has experience with Financial Engines Advisors L.L.C., St. Charles County Courts, Renewal by Anderson, Severin Investments, LLC, and Continental Title Co of Missouri.

Firm Information

Christina McCabe 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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Christina McCabe’s Registration & Firm History

MO

01/10/2024 - Present

THE Retirement Planning Group, LLC (Chesterfield MO)

MO

08/04/2010 - 05/28/2013

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CREVE COEUR MO)

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Licenses & Designations

IA

Issued 10/23/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christina Lynne McCabe.
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