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Kael Rex Stoaks

THE Retirement Planning Group, LLC

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About Kael Rex Stoaks

Kael Rex Stoaks is an investment advisor representative who has been in the industry since 2017. Kael has a Series 66, Series 7, and SIE license. He is currently registered with The Retirement Planning Group, LLC. Kael was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kael specializes in providing financial planning and portfolio management services to individuals. Kael has experience in financial planning, portfolio management, and retirement planning. He is also an experienced educator and speaker.

Firm Information

Kael Stoaks 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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Kael Stoaks’s Registration & Firm History

CO

07/17/2020 - Present

THE Retirement Planning Group, LLC (WESTMINSTER CO)

MO

08/14/2017 - 07/06/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KANSAS CITY MO)

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Licenses & Designations

BOTH

Issued 09/25/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kael Rex Stoaks.
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