Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Gregory Traen is a registered investment advisor representative for The Retirement Planning Group, LLC. Jacob is based out of their Leawood, Kansas office and has been in the financial industry since July 2024. Jacob's specialties include financial planning, investment management, and education.
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
01/30/2025 - Present
THE Retirement Planning Group, LLC (LEAWOOD KS)
Active
Inactive
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