Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trace? Claim Your ProfileTrace Aaron Weatherford is an investment advisor representative at The Retirement Planning Group, LLC. Trace holds a Series 65 license. Trace is a registered Investment Advisor in Kansas. Trace has been in the financial services industry since 2013. Trace has experience with various investment strategies and can assist with retirement planning, financial planning, and portfolio management. Trace is committed to helping clients achieve their financial goals. Trace has been with The Retirement Planning Group, LLC since 2021.
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
11/17/2023 - Present
THE Retirement Planning Group, LLC (LEAWOOD KS)
IA
Issued 11/17/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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