Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Elizabeth Kleinschmidt is an Investment Advisor Representative with The Retirement Planning Group, LLC. Sarah has been working in the financial services industry since September 2019 and is registered in Hawaii, Kansas and Texas. Sarah is also a Co-Chair of the Investment Commission Board for The Episcopal Church in Hawaii (The Diocese) in Honolulu, HI. The Retirement Planning Group, LLC is a financial advisory firm with a focus on providing financial planning and portfolio management services for individuals and families.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
05/28/2024 - Present
THE Retirement Planning Group, LLC (LEAWOOD KS)
HI
12/21/2019 - 12/07/2023
LEE FINANCIAL SECURITIES, INC. (HONOLULU HI)
BOTH
Issued 05/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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