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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
Kevin Conard
Name:  Kevin Conard
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#:    3193016
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:    20
Number of Years with Current Firm:    14
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:    Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Long Term Care, Life
Financial Organization Memberships:    Financial Planning Association (FPA)

Firm Information

Firm's Number of Planning Clients:    800
Firm's Number of Managed Clients:    800
Assets Managed by Firm:    $ 720,000,000
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: Kevin Conard

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