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Timothy John Watters

THE Retirement Planning Group, LLC

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About Timothy John Watters

Timothy Watters is a financial advisor with The Retirement Planning Group, LLC. Timothy has been in the financial services industry since 1986 and holds Series 7, 63, and 65 licenses. Timothy is a Certified Financial Planner and specializes in retirement planning, college savings, and investment management for individuals and families. Timothy is registered to provide investment advice in Kansas, New Jersey, and Texas.

Firm Information

Timothy Watters 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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Timothy Watters’s Registration & Firm History

NJ

07/12/2024 - Present

THE Retirement Planning Group, LLC (Paramus NJ)

NJ

03/03/2003 - 12/31/2009

CAMBRIDGE INVESTMENT RESEARCH, INC. (PARAMUS NJ)

CT

07/31/1996 - 03/03/2003

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

CT

08/02/1993 - 07/29/1996

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

NA

07/30/1986 - 07/19/1993

GREEN HILL FINANCIAL SERVICE CORPORATION

NA

02/19/1986 - 08/04/1986

MAYER AND MEYER RESOURCES, INC.

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Licenses & Designations

IA

Issued 05/30/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy John Watters.
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