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Featured Business Financial Advisor in Overland Park, KS
Overland Park Financial Advisors
The Retirement Planning Group
11512 W. 119th Street
Overland Park, KS 66213
(913) 498-8898
“For Us, Families Come First!”
Advisor Profile
Ryan Costello
Name:  Ryan Costello
Phone Number:  (913) 498-8898
Website:  Visit Website

About The Retirement Planning Group

Our goal is to help you achieve your retirement dreams. Each financial advisor in Kansas
City are is dedicated to ensuring you receive the time and attention you deserve.

General Information

CRD#:    4547636
Firm CRD#:    129625
SEC File#:    801-62655
Insurance License#:    6098929
Name of Custodial Firm:    Charles Schwab
States Licensed in:    KS MO
States Willing to do Business in:   
Years of Experience in Financial Services:    15
Number of Years with Current Firm:    13
I work with the following types of clients:    Individual Investors, Businesses, Investment Clubs


Investment Types:    Retirement Income, Mutual Funds, Bonds, Stocks, Mortgages & Real Estate, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:    At my office, Via email

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Life, Long Term Care
Financial Organization Memberships:    Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients:    800
Firm's Number of Planning Clients:    800
Firm's Number of Managed Clients:    800
Assets Managed by Firm:    $663,000,000
Assets Managed by Advisor:    $140,000,000

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50
Compensation Methods:    Based on Assets
Prepared By: Ryan Costello

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