The Planning Group Employee Directory

Q: What is The Planning Group known for?

The Planning Group was founded in 1999. The Planning Group operates in the Financial Services industry.

Q: How many employees does The Planning Group have currently?

The Planning Group has approximately 11 employees.

Financial ServicesUnited States11-50 Employees

The Planning Group is an independent financial advisory firm who believes education is the key to achieving financial success.  We work alongside our clients throughout the financial planning process, educating and coaching them through all of life's challenging financial decisions.  Our multi-diciplined team assists clients with financial planning, investment management, risk management, and estate planning.



Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Planning Group is not affiliated with Kestra IS or Kestra AS.  Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting firms.

This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Compliance Department at 844-553-7872.

Find The Planning Group employees' phone numbers or email addresses

The Planning Group Global Highlights

North America
17

United States Of America
15
Canada
2

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

The Planning Group's Leadership

R. T.
President, Cfp
Mobile Phone
Email
D. W.
Vice President
Mobile Phone
Email
T. E.
Director Of Financial Planning & Investments
Mobile Phone
Email
T. E.
Director Of Financial Planning And Investments
Mobile Phone
Email
A. A.
Account Executive And Manager
Mobile Phone
Email
R. S.
Principal
Mobile Phone
Email
C. T. E.
Financial Advisor
Mobile Phone
Email
C. V.
Financial Consultant
Mobile Phone
Email

Contact profiles from The Planning Group

Name

Title

Contact Info

Location

Last Update

R. T.
President, Cfp
Mobile Phone
Email
United StatesMichigan
Sep 10, 2025
D. W.
Vice President
Mobile Phone
Email
Jul 19, 2025
T. E.
Director Of Financial Planning & Investments
Mobile Phone
Email
United StatesMichigan
Oct 21, 2025
T. E.
Director Of Financial Planning And Investments
Mobile Phone
Email
UNITED STATES
May 28, 2025
A. A.
Account Executive And Manager
Mobile Phone
Email
United StatesNorth Carolina
Oct 21, 2024
R. S.
Principal
Mobile Phone
Email
United StatesOregon
Oct 26, 2025
C. T. E.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
C. V.
Financial Consultant
Mobile Phone
Email
UNITED STATES
Dec 31, 2023
M. V.
Finance Executive
Mobile Phone
Email
Oct 22, 2024
M. L.
Financial Administrator
Mobile Phone
Email
United StatesMichigan
Sep 09, 2025

Frequently Asked Questions

What is The Planning Group known for?

The Planning Group was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 500 Country Pine Lane, Suite 1 Battle Creek, Michigan 49015, US. Explore The Planning Group's company overview page for more information.

What is The Planning Group's most common email format?

The Planning Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Planning Group email formats with LeadIQ.

How many employees does The Planning Group have currently?

The Planning Group has approximately 11 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are The Planning Group's key employees and leadership?

As of October 2025, The Planning Group's key employees include:

President, Cfp: R. T.
Vice President: D. W.
Director Of Financial Planning & Investments: T. E.
Director Of Financial Planning And Investments: T. E.
Account Executive And Manager: A. A.

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