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Robert Randolph O'Blennis

THE Retirement Planning Group, LLC

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About Robert Randolph O'Blennis

Robert Randolph O'Blennis is a financial advisor with The Retirement Planning Group, LLC. Robert is a registered investment advisor in Kansas and Missouri. Robert has been in the financial services industry since 2005 and has over 18 years of experience. Robert is also a licensed attorney and has a part-time law practice in St. Louis, Missouri. Robert's practice focuses on financial planning, retirement planning, and estate planning. He also offers investment management services to individuals and families.

Firm Information

Robert O'Blennis 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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Robert O'Blennis’s Registration & Firm History

KS

07/17/2006 - Present

THE Retirement Planning Group, LLC (LEAWOOD KS)

WA

05/16/2005 - 01/17/2006

EDWARD JONES (REDMOND WA)

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Licenses & Designations

IA

Issued 05/18/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/13/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Randolph O'Blennis.
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