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Paul Allen Dreher

THE Retirement Planning Group, LLC

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About Paul Allen Dreher

Paul Allen Dreher is an investment advisor representative registered with The Retirement Planning Group, LLC. Paul has been with The Retirement Planning Group, LLC since December 2011. Paul is a registered investment advisor in Kansas and Texas. Paul has passed the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63). Paul also has passed the Investment Company Products/Variable Contracts Representative Examination (Series 6). Paul has experience in financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Paul Dreher 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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Paul Dreher’s Registration & Firm History

KS

01/27/2016 - Present

THE Retirement Planning Group, LLC (LEAWOOD KS)

MA

11/04/2010 - 11/21/2011

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

MA

01/31/2007 - 11/21/2011

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 06/27/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/13/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Allen Dreher.
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