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Colin Russell Watters

THE Retirement Planning Group, LLC

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About Colin Russell Watters

Colin Russell Watters is a financial advisor at The Retirement Planning Group, LLC. Colin has been in the financial services industry since 2013 and has a Series 7, Series 63, and SIE license. Colin is a Certified Financial Planner™ and specializes in retirement planning, financial planning, investment management, and college savings. Colin has experience working with individuals and families to achieve their financial goals. Colin's previous experience includes working at Scottrade, Inc. and Joseph Gunnar & Co. LLC.

Firm Information

Colin Watters 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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Colin Watters’s Registration & Firm History

NJ

07/12/2024 - Present

THE Retirement Planning Group, LLC (PARAMUS NJ)

NY

09/02/2013 - 04/02/2015

SCOTTRADE, INC. (NEW CITY NY)

NJ

06/04/2013 - 08/07/2013

JOSEPH GUNNAR & CO. LLC (RAMSEY NJ)

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Licenses & Designations

BC

Issued 10/07/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colin Russell Watters.
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