Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Chesterfield, MO
Chesterfield Financial Advisors
The Retirement Planning Group
14755 N. Outer 40 Rd, Suite 200
Chesterfield, MO 63017
(314) 669-5255
“Get organized. Get on track. Grab your future.”
Advisor Profile
Rob O'Blennis
Name:  Rob O'Blennis
Phone Number:  (314) 669-5255
Website:  Visit Website

About The Retirement Planning Group

Wouldn't it be great if there was a financial firm that
understood your journey in life and could help you create a
financial plan to fulfill that journey? Well, look no further.
Introducing The Retirement Planning Group! This firm focuses
on life stage financial planning. Planning that meets you where
you are and helps you grab your future.

Feeling disorganized? Not sure where to even start? Worried if
you are on track? Are there other things you could be doing?
Wondering if or when you can retire? Curious about how much
income you could expect to live off of without running out of
money? TRPG is an independent firm dedicated to creating hope
through answering these questions and more.

The Retirement Planning Group is a fiduciary and each advisor
has a limited number of clients that they work with - ensuring
you receive the time and attention you deserve to create an
individualized strategy.

Get organized. Get on track. Grab your future!
 

General Information

CRD#:    4935281
Firm CRD#:    129625
SEC File#:    801-62655
Name of Custodial Firm:    Charles Schwab
States Licensed in:    KS MO
States Willing to do Business in:    Arnold,Augusta,Ballwin,Barnhart,Bridgeton,Brussels,Catawissa,Cedar Hill,Chesterfield,Clayton,Columbia,Defiance,Dittmer,Dupo,East Carondelet,East Saint Louis,Elsah,Eureka,Fenton,Florissant,Foristell,Glencoe,Golden Eagle,Granite City,Gray Summit,Grover,Hazelwood,High Ridge,House Springs,Imperial,Labadie,Lake Saint Louis,Lovejoy,Madison,Maryland Heights,O Fallon,Old Monroe,Pacific,Portage Des Sioux,Robertsville,Saint Ann,Saint Charles,Saint Louis,Saint Peters,Valley Park,Venice,Villa Ridge,Wentzville,West Alton
Years of Experience in Financial Services:    16
Number of Years with Current Firm:    12
Work Experience:    I practiced law as an estate planner for six
years. I've been a financial advisor since 2005.
I work with the following types of clients:    Individual Investors, Investment Clubs, Businesses
 

Services

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

Qualifications & Memberships

Certifications, Accreditations & Designations:    JD, Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses:    Series 65
Non-Financial Organization Memberships:    Missouri Bar Association.
Bar Association of Metropolitan St. Louis.
Association of Corporate Counsel.
 

Firm Information

Firm's Number of Planning Clients:    900
Firm's Number of Managed Clients:    900
Assets Managed by Firm:    $ 730,000,000
Assets Managed by Advisor:    $140,000,000
 

Compensation and 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: Rob O'Blennis

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.