Unclaimed
Kayla Droege is a financial advisor associated with The Retirement Planning Group, LLC, a registered investment advisor. Kayla is registered with the state of Kansas as an Investment Advisor Representative. Kayla has over 3 years of experience in the financial services industry. Kayla holds Series 7, 66 and SIE securities licenses. Kayla has worked at Edward Jones and The Retirement Planning Group, LLC. Kayla has expertise in Retirement planning, Financial Planning, and Portfolio management.
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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2
KS
02/22/2024 - Present
THE Retirement Planning Group, LLC (LEAWOOD KS)
KS
03/04/2022 - 02/07/2024
EDWARD JONES (Overland Park KS)
BOTH
Issued 05/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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