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Brandon Stegall

Brandon Stegall

THE RETIREMENT PLANNING GROUP
LEAWOOD, KS 66211
Some features on this profile are disabled
CRD#: 2914155
Brandon Stegall

Professional summary

Brandon Stegall, CFP® is a registered financial advisor currently at THE RETIREMENT PLANNING GROUP, LLC located in Leawood, Kansas.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Brandon has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Stegall's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2013

Experience

Current

August 31, 2020 - Present

THE RETIREMENT PLANNING GROUP, LLC

Office #1: 11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211
RIA
CRD#: 129625
LEAWOOD, KS
Past

June 12, 2014 - September 1, 2020

TD AMERITRADE, INC.

RIA
CRD#: 7870
OVERLAND PARK, KS
Past

June 12, 2014 - September 1, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
OVERLAND PARK, KS
Past

May 16, 2014 - September 1, 2020

TD AMERITRADE, INC.

BD
CRD#: 7870
OVERLAND PARK, KS
Past

August 5, 2009 - May 2, 2011

AMERICAN CENTURY BROKERAGE, INC.

BD
CRD#: 42846
KANSAS CITY, MO
Past

February 13, 2009 - May 22, 2014

AMERICAN CENTURY INVESTMENT SERVICES INC.

BD
CRD#: 17437
KANSAS CITY, MO
Past

April 11, 2001 - July 29, 2002

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
KANSAS, MO
Past

September 2, 1999 - July 29, 2002

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

May 6, 1999 - August 18, 1999

AMERICAN CENTURY BROKERAGE, INC.

BD
CRD#: 42846
KANSAS CITY, MO
Past

October 29, 1997 - August 17, 1999

AMERICAN CENTURY INVESTMENT SERVICES INC.

BD
CRD#: 17437
KANSAS CITY, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TR
THE RETIREMENT PLANNING GROUP, LLC
THE RETIREMENT PLANNING GROUP, INC. | THE RETIREMENT PLANNING GROUP, LLC

CRD#: 129625 / SEC#: 801-62655

RIA
Registered Investment Advisory firm - (1/16/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kansas
(8/31/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/3/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/16/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/4/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/12/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TR
THE RETIREMENT PLANNING GROUP, LLC
THE RETIREMENT PLANNING GROUP, INC. | THE RETIREMENT PLANNING GROUP, LLC

CRD#: 129625 / SEC#: 801-62655

RIA
Registered Investment Advisory firm - (1/16/2004 Approved)
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Contact information

Main Address
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211
Mailing Address
Phone number
(913) 498-8898
Established
Firm type
Fiscal year end
# of Employees
58

SEC notice filing (33 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE RETIREMENT PLANNING GROUP ADV PART 2A OCTOBER 2025 (10/24/2025)

Regulatory assets under management

Total Number of Accounts12,295
AUM (Assets Under Management)$ 4,008,879,250

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/08/2024
Cover Page
Report
11/27/2023
Cover Page
Report
01/27/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THE RETIREMENT PLANNING GROUP, LLC

CRD#: 129625Leawood, KS 66211

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