RO
Robert R. O'blennis
THE RETIREMENT PLANNING GROUP
Chesterfield, MO 63017
Some features on this profile are disabled
CRD#: 4935281
RO
Professional summary
Robert Randolph O'blennis is a registered financial advisor currently at THE RETIREMENT PLANNING GROUP, LLC located in Chesterfield, Missouri.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
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.
1) LAW OFFICE OF ROBERT R. O'BLENNIS, LLC. LOCATED IN ST. LOUIS, MO. THE BUSINESS IS NOT INVESTMENT RELATED. THE BUSINESS IS A PART-TIME LAW PRACTICE, MR. O'BLENNIS IS THE SOLE MEMBER. MR. O'BLENNIS IS AN ATTORNEY ADMITTED BY THE BARS OF MISSOURI. I HAVE BEEN AN ATTORNEY SINCE MAY 2000. MR. O'BLENNIS ESTABLISHED THIS SOLO PRACTICE IN OCTOBER 2006. MR. O'BLENNIS SPENDS 5 HOURS A MONTH WITH THE OTHER BUSINESS, ZERO HOURS DURING TRADING HOURS. MR. O'BLENNIS PROVIDES ESTATE PLANNING AND BUSINESS PLANNING SERVICES. 2) GRISWOLD LLC, LEAWOOD, KS - NOT INVESTMENT RELATED. POSITION: PARTNER, INVESTMENT IN REAL ESTATE PROPERTY. START DATE: October 2018. APPROXIMATELY 1 HR. PER MONTH, NONE DURING TRADING HOURS. 3)TOWN AND COUNTRY PARKS AND TRAILS COMMISSION, TOWN AND COUNTRY, MO - NOT INVESTMENT RELATED. POSITION: COMMISSIONER, PARTICIPATE IN MEETINGS AND ACTIVITIES. START DATE: SEPTEMBER 2023. APPROXIMATELY 2 HRS. PER MONTH, NONE DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Randolph O'blennis's 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®
NoneExperience
Current
July 17, 2006 - Present
THE RETIREMENT PLANNING GROUP, LLC
Office #1: 14755 N. Outer 40 Road Ste. 200, Chesterfield, MO 63017RIA
CRD#: 129625
Chesterfield, MO
Past
January 12, 2015 - October 11, 2019
BLOOOM, INC.
RIA
CRD#: 168604
LEAWOOD, KS
Past
May 16, 2005 - January 17, 2006
EDWARD JONES
BD
CRD#: 250
REDMOND, WA
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(7/17/2006)
IAR
Missouri(7/17/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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)
Regulatory assets under management
| Total Number of Accounts | 12,295 |
| AUM (Assets Under Management) | $ 4,008,879,250 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/08/2024 | ||
| 11/27/2023 | ||
| 01/27/2023 |
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#: 129625Chesterfield, MO 63017TRUST BUT VERIFY
Monitor Robert O'blennis
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
