Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Matthew Jaegers is a financial advisor with The Retirement Planning Group, LLC in Leawood, Kansas. Kevin has been in the financial industry for over 12 years. Kevin has a Series 7, 63, and 65 license. Kevin is a Chartered Financial Analyst.
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.
1
2
KS
06/07/2016 - Present
THE Retirement Planning Group, LLC (LEAWOOD KS)
NY
02/10/2005 - 02/17/2006
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
05/06/2004 - 02/11/2005
ANDREW GARRETT INC. (NEW YORK NY)
IA
Issued 10/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kevin Jaegers is the right advisor for you? Invested Better is here to help.
