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Nancy Ann Luther

THE Retirement Planning Group, LLC

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About Nancy Ann Luther

Nancy Luther is a Registered Investment Advisor representative who works at The Retirement Planning Group, LLC. Nancy has been working in the financial services industry since September 2011. Nancy currently holds the Series 65 license and is registered in Kansas and Missouri. Nancy has a broad range of experience and specializes in retirement planning, financial planning, investment advisory services, and educational seminars.

Firm Information

Nancy Luther 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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Nancy Luther’s Registration & Firm History

MO

06/20/2023 - Present

THE Retirement Planning Group, LLC (CHESTERFIELD MO)

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Licenses & Designations

IA

Issued 10/02/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nancy Ann Luther.
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