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The Retirement Planning Group Employee Directory

Financial ServicesKansas, United States51-200 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
148

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  • United States Of America
    147
  • Canada
    1

The Retirement Planning Group's Leadership

  • Stylized image of a person
    S. O.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. D.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. C.
    Principal, President, & Senior Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. W.
    Senior Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. G.
    Senior Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. G.
    Senior Training Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. W.
    Marketing Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Diy'er
    Phone icon
    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 Info
Location
Last Update
  • Stylized image of a person
    R. C.
    Principal, President, & Senior Wealth Manager
    Phone icon
    Mobile Phone
    Aug 12, 2026
  • Stylized image of a person
    M. D.
    Chief Investment Officer
    Phone icon
    Mobile Phone
    Jun 26, 2026
  • Stylized image of a person
    S. O.
    Chief Executive Officer
    Phone icon
    Mobile Phone
    Aug 03, 2026
  • Stylized image of a person
    C. W.
    Senior Wealth Manager
    Phone icon
    Mobile Phone
    Jan 21, 2026
  • Stylized image of a person
    W. G.
    Senior Wealth Manager
    Phone icon
    Mobile Phone
    Jun 26, 2026
  • Stylized image of a person
    C. G.
    Senior Training Specialist
    Phone icon
    Mobile Phone
    Jun 29, 2026
  • Stylized image of a person
    M. W.
    Marketing Associate
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. H.
    Diy'er
    Phone icon
    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 operates in the Financial Services industry; you can contact the 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 . 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 102 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 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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