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The Retirement Planning Group Employee Directory

Financial ServicesKansas, United States11-50 Employees

The Retirement Planning Group is a mid-sized financial services firm based in Leawood, Midwest. With more than 20 years in operation, it serves individuals and families seeking structured retirement planning, and it reports advisory activity for over 2,000 client households as of January 31, 2024. The firm provides retirement planning guidance along with investment recommendations and ongoing monitoring to help clients progress toward their financial goals beyond retirement. In 2023, the company became part of Cetera Holdings, reflecting a broader platform integration within the advisory landscape. A notable development in 2024 was TRPG's expansion through the acquisition of Dightman Capital Group, broadening its client base and geographic reach.

Find The Retirement Planning Group employees' phone numbers or email addresses

The Retirement Planning Group Global Highlights

Location
Employees

North America
137

Minus sign iconPlus sign icon
  • United States Of America
    137

The Retirement Planning Group's Leadership

  • Chief Executive Officer at The Retirement Planning Group
    S. O.
    Chief Executive Officer
    Mobile Phone
  • Chief Investment Officer at The Retirement Planning Group
    M. D.
    Chief Investment Officer
    Mobile Phone
  • Principal, President, & Senior Wealth Manager at The Retirement Planning Group
    R. C.
    Principal, President, & Senior Wealth Manager
    Mobile Phone
  • Senior Wealth Manager at The Retirement Planning Group
    C. W.
    Senior Wealth Manager
    Mobile Phone
  • Senior Wealth Manager at The Retirement Planning Group
    W. G.
    Senior Wealth Manager
    Mobile Phone
  • Senior Training Specialist at The Retirement Planning Group
    C. G.
    Senior Training Specialist
    Mobile Phone
  • Marketing Associate at The Retirement Planning Group
    M. W.
    Marketing Associate
    Mobile Phone
  • Diy'er at The Retirement Planning Group
    J. H.
    Diy'er
    Mobile Phone

The Retirement Planning Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Education
  • Other

Contact profiles from The Retirement Planning Group

Name
Title
Contact
Location
Last Update
  • Principal, President, & Senior Wealth Manager at The Retirement Planning Group
    R. C.
    Principal, President, & Senior Wealth Manager
    Mobile Phone
    Aug 12, 2026
  • Chief Investment Officer at The Retirement Planning Group
    M. D.
    Chief Investment Officer
    Mobile Phone
    Jun 26, 2026
  • Chief Executive Officer at The Retirement Planning Group
    S. O.
    Chief Executive Officer
    Mobile Phone
    Aug 03, 2026
  • Senior Wealth Manager at The Retirement Planning Group
    C. W.
    Senior Wealth Manager
    Mobile Phone
    Jan 21, 2026
  • Senior Wealth Manager at The Retirement Planning Group
    W. G.
    Senior Wealth Manager
    Mobile Phone
    Jun 26, 2026
  • Senior Training Specialist at The Retirement Planning Group
    C. G.
    Senior Training Specialist
    Mobile Phone
    Aug 27, 2026
  • Marketing Associate at The Retirement Planning Group
    M. W.
    Marketing Associate
    Mobile Phone
    Oct 17, 2024
  • Diy'er at The Retirement Planning Group
    J. H.
    Diy'er
    Mobile Phone
    Aug 02, 2026

Frequently Asked Questions

What is The Retirement Planning Group known for?

Minus sign iconPlus sign iconThe Retirement Planning Group was founded in 2004 and operates in the Financial Services industry. You can contact The Retirement Planning Group's main corporate office by phone at
+1-913-498-****
. Explore The Retirement Planning Group's company overview page for more information.

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

Minus sign iconPlus sign iconThe Retirement Planning Group employees' email format typically follows the pattern of First@planningretirements.com. Trying to find reliable and up-to-date employee contact data? Find more The Retirement Planning Group email formats with LeadIQ.

How many employees does The Retirement Planning Group have currently?

Minus sign iconPlus sign iconThe Retirement Planning Group has approximately 42 employees as of September 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • Chief Executive Officer: S. O.
  • Chief Investment Officer: M. D.
  • Principal, President, & Senior Wealth Manager: R. C.
  • Senior Wealth Manager: C. W.
  • Senior Wealth Manager: W. G.

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