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Tressa J. Wasson

RETIREMENT PLANNING SPECIALISTS - MIDWEST
Merriam, KS 66202
Some features on this profile are disabled
CRD#: 5679363
TW

Professional summary

Tressa Jo Wasson is a registered financial advisor currently at RETIREMENT PLANNING SPECIALISTS - MIDWEST, LLC located in Merriam, Kansas.

Tressa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Tressa has worked at 3 firms and has passed the Series 65 exam.

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 Tressa Jo Wasson'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®
None

Experience

Current

December 15, 2016 - Present

RETIREMENT PLANNING SPECIALISTS - MIDWEST, LLC

Office #1: 8500 Shawnee Mission Pkwy Suite L20, Merriam, KS 66202
RIA
CRD#: 285153
Merriam, KS
Past

August 3, 2012 - December 19, 2016

BG WEALTH ADVISORY, LLC

RIA
CRD#: 164471
PRAIRIE VILLAGE, KS
Past

September 14, 2011 - July 18, 2012

REAPP INVESTMENT MANAGEMENT SERVICES, LLC

RIA
CRD#: 146257
KANSAS CITY, MO

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
Florida
(4/17/2025)
IAR
Kansas
(12/15/2016)
IAR
Missouri
(1/17/2017)
IAR
Nebraska
(6/21/2024)
IAR
Texas
(5/22/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/19/2011
Uniform Investment Adviser Law Examination

Current Firm

RP
RETIREMENT PLANNING SPECIALISTS - MIDWEST, LLC
RETIREMENT PLANNING SPECIALISTS - MIDWEST, LLC | RETIREMENT PLANNING SPECIALISTS, LLC

CRD#: 285153 / SEC#:

Florida
Registered Investment Advisory firm - (4/17/2025 Approved)
Kansas
Registered Investment Advisory firm - (12/15/2016 Approved)
Missouri
Registered Investment Advisory firm - (1/17/2017 Approved)
Nebraska
Registered Investment Advisory firm - (6/21/2024 Approved)
Texas
Registered Investment Advisory firm - (5/22/2020 Conditional Restricted)
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Contact information

Main Address
Basehor, KS
Mailing Address
Phone number
(816) 804-2584
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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

Company Information

RETIREMENT PLANNING SPECIALISTS - MIDWEST, LLC

CRD#: 285153Merriam, KS 66202

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