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John Clinton Vu

THE Retirement Planning Group, LLC

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About John Clinton Vu

John Clinton Vu is a financial advisor with The Retirement Planning Group, LLC. John has been in the financial services industry for over 20 years and holds the Series 7, Series 63, Series 24, and Series 65 licenses. John is a Certified Financial Planner and provides a variety of services including financial planning, portfolio management for individuals, and educational seminars. John is registered in Kansas and Missouri. John previously worked at General American Distributors, Inc., Walnut Street Securities, Inc. and FFP Securities, Inc.

Firm Information

John Vu 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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John Vu’s Registration & Firm History

MO

09/23/2024 - Present

THE Retirement Planning Group, LLC (CHESTERFIELD MO)

NY

07/01/2001 - 01/13/2004

GENERAL AMERICAN DISTRIBUTORS, INC. (NEW YORK CITY NY)

CA

05/17/2001 - 07/01/2001

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

MO

01/09/1998 - 03/20/2001

FFP SECURITIES, INC. (CHESTERFIELD MO)

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Licenses & Designations

IA

Issued 04/14/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2000

Series 24 - General Securities Principal Examination

BC

Issued 06/23/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Clinton Vu.
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