What departments does The Planning Group have?

The Planning Group has employees across 3 departments including Consultant, Finance, Sales.

What is the largest department at The Planning Group?

The largest department at The Planning Group is Finance with 6 employees.

Where are The Planning Group employees located globally?

The Planning Group has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has The Planning Group's team size changed over time?

The Planning Group's team has decreased from approximately 5 to 4 employees based on available data.

The Planning Group Employee Directory

Financial ServicesMichigan, United States11-50 Employees

The Planning Group is an independent financial advisory firm within the financial services sector that emphasizes education as a pathway to achieving financial success. It guides clients through the entire planning process, offering education and coaching as they navigate significant financial decisions, with a multidisciplinary team addressing financial planning, investment management, risk management, and estate planning.

It is based in Battle Creek, Michigan, and delivers its services through securities and investment advisory channels provided by Kestra Investment Services and Kestra Advisory Services, while maintaining independence from those entities. Kestra IS and Kestra AS do not provide tax or legal advice, The Planning Group is not affiliated with these entities, and access to products and services may vary by state based on registration.

The Planning Group Global Highlights

North America
17

United States Of America
14
Canada
3

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

The Planning Group's Leadership

R. T.
President, Cfp
Mobile Phone
Email
C. R.
Partner & Principal Consultant
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

The Planning Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from The Planning Group

Name

Title

Contact Info

Location

Last Update

C. R.
Partner & Principal Consultant
Mobile Phone
Email
CanadaOntario
Apr 15, 2026
R. T.
President, Cfp
Mobile Phone
Email
United StatesMichigan
Feb 18, 2026
D. W.
Vice President
Mobile Phone
Email
Apr 16, 2026
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 StatesArkansas
Apr 16, 2026
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

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 United States. 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 12 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

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

As of May 2026, The Planning Group's key employees include:

President, Cfp: R. T.
Partner & Principal Consultant: C. R.
Vice President: D. W.
Director Of Financial Planning & Investments: T. E.
Director Of Financial Planning And Investments: T. E.

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The Planning Group Employee Directory

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