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JW

John B. Wilson

THE RETIREMENT PLANNING GROUP
CYPRESS, TX 77433
Some features on this profile are disabled
CRD#: 4029029
JW

Professional summary

John Bradley Wilson, who also goes by Brad Wilson, John Bradley Wilson, is a registered financial advisor currently at THE RETIREMENT PLANNING GROUP, LLC located in Cypress, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. John has worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brad Wilson | John Bradley Wilson

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 John Bradley Wilson'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®
None

Experience

Current

January 5, 2026 - Present

THE RETIREMENT PLANNING GROUP, LLC

Office #1: 20467 Cypresswood Drive, Suite B, Cypress, TX 77433
RIA
CRD#: 129625
CYPRESS, TX
Past

August 31, 2023 - December 22, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Houston, TX
Past

August 31, 2023 - December 22, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Cypress, TX
Past

October 30, 2018 - September 11, 2023

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Houston, TX
Past

October 29, 2018 - September 11, 2023

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Houston, TX
Past

October 27, 2016 - November 2, 2016

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
HOUSTON, TX
Past

September 1, 2016 - November 6, 2018

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
HOUSTON, TX
Past

September 1, 2016 - November 5, 2018

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
HOUSTON, TX
Past

December 20, 2010 - September 1, 2016

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
HOUSTON, TX
Past

December 20, 2010 - November 2, 2016

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
HOUSTON, TX
Past

October 1, 2002 - January 3, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
HOUSTON, TX
Past

October 1, 2002 - January 3, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
HOUSTON, TX
Past

October 25, 1999 - October 2, 2002

OSAIC FA, INC.

RIA
CRD#: 3978
HOUSTON, TX
Past

October 21, 1999 - October 2, 2002

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

October 21, 1999 - October 2, 2002

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN

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
Texas
(1/5/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 10/16/1999
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: 10/20/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/26/2006
General Securities Principal 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 (35 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 FEBRUARY 2026 (2/12/2026)

Regulatory assets under management

Total Number of Accounts13,910
AUM (Assets Under Management)$ 4,451,007,696

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/24/2025
Cover Page
Report
08/08/2024
Cover Page
Report
11/27/2023
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#: 129625Cypress, TX 77433

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