Unclaimed
David Nyman is an investment advisor representative with The Retirement Planning Group, LLC. David has been in the industry since February 2020 and holds a Series 65 license. The Retirement Planning Group, LLC provides investment advisory services to individuals and high-net-worth individuals. The firm also offers financial planning, educational seminars and publication of periodicals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
12/03/2020 - Present
THE Retirement Planning Group, LLC (LEAWOOD KS)
IA
Issued 12/03/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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