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Kevin Morris Conard

THE Retirement Planning Group, LLC

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About Kevin Morris Conard

Kevin Conard is an Investment Advisor Representative at The Retirement Planning Group, LLC. Kevin has been in the securities industry since 1999. Kevin has passed the Series 7, 63 and 65 exams. Kevin has experience at Wachovia Securities, LLC, Prudential Securities Incorporated, and UBS Paine Webber Inc. Kevin also holds a partner position at Griswold LLC. The Retirement Planning Group, LLC is an independent wealth management firm headquartered in Leawood, Kansas. The firm has more than $2.6 billion in regulatory assets under management. The Retirement Planning Group, LLC provides financial planning, portfolio management, educational seminars, and publication of periodicals.

Firm Information

Kevin Conard 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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Kevin Conard’s Registration & Firm History

KS

01/27/2016 - Present

THE Retirement Planning Group, LLC (LEAWOOD KS)

MO

07/01/2003 - 03/01/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

11/13/2001 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

03/22/1999 - 11/26/2001

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 03/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Morris Conard.
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