Martha L. Paterik

THE RETIREMENT PLANNING GROUP

LEAWOOD, KS 66211

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CRD#: 5340446

Professional summary

Martha Louise Paterik is a registered financial advisor currently at THE RETIREMENT PLANNING GROUP, LLC located in Leawood, Kansas.

Martha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Martha has worked at 4 firms and has passed the Series 66, SIE 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)YOUNG LIVING ESSENTIAL OILS; NOT INVESTMENT RELATED; 868 LAKEVIEW DR GRANDVIEW, MO 64030; ESSENTIAL OIL EDUCATION; INDEPENDENT CONSULTANT; START DATE 05/2014; 5-10 HOURS/MONTH; 0 HOURS DURING TRADING; HOST EDUCATIONAL PARTIES CONCERNING ESSENTIAL OILS. 2)KEEN WEALTH ADVISORS; INVESTMENT RELATED; 7500 COLLEGE BLVD., SUITE 1000, OVERLAND PARK KS 66210; RIA; CLIENT SERVICES ASSOCIATE; START DATE 09/07/2016; 40HOURS/WEEK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martha Louise Paterik'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

July 27, 2023 - Present

THE RETIREMENT PLANNING GROUP, LLC

Office #1: 11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211

RIA

CRD#: 129625

LEAWOOD, KS

Past

April 8, 2019 - July 21, 2023

KEEN WEALTH ADVISORS

RIA

CRD#: 170293

OVERLAND PARK, KS

Past

November 16, 2016 - July 21, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Overland Park, KS

Past

June 12, 2009 - September 8, 2016

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

OVERLAND PARK, KS

Past

July 15, 2008 - September 8, 2016

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

OVERLAND PARK, KS

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".

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
(7/27/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/10/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/14/2008

General Securities Representative Examination

Current Firm

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

SEC notice filing (33 States and Territories)

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 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	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.

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Firm Stability Insights

Martha L. Paterik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martha Louise Paterik's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEEN WEALTH ADVISORS

PURSHE KAPLAN STERLING INVESTMENTS

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

THE RETIREMENT PLANNING GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/10/2009

SIE

Date: 10/1/2018

Series 7

Date: 7/14/2008

Current Firm

THE RETIREMENT PLANNING GROUP, LLC

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THE RETIREMENT PLANNING GROUP, LLC

TRUST BUT VERIFY

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