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Kristina Marie Ashworth

THE Retirement Planning Group, LLC

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About Kristina Marie Ashworth

Kristina Marie Ashworth is a financial advisor with The Retirement Planning Group, LLC. Kristina is licensed in Missouri. Kristina has a Series 66 license and has passed the Securities Industry Essentials Examination and General Securities Representative Examination. Kristina has been in the financial services industry since February 2018. Prior to joining The Retirement Planning Group, LLC, Kristina worked at Edward Jones.

Firm Information

Kristina Ashworth 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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Kristina Ashworth’s Registration & Firm History

KS

11/02/2020 - Present

THE Retirement Planning Group, LLC (LEAWOOD KS)

MO

02/23/2018 - 10/29/2020

EDWARD JONES (Lake St Louis MO)

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Licenses & Designations

BOTH

Issued 03/15/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristina Marie Ashworth.
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