James P. Connell

RETIREMENT PLANNING GROUP

MASON, OH 45040

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CRD#: 6387210

Professional summary

James Paul Connell II, who also goes by James Paul Connell, is a registered financial advisor currently at RETIREMENT PLANNING GROUP, LLC located in Mason, Ohio.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. James has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Paul Connell

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 James Paul Connell II'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

August 4, 2025 - Present

RETIREMENT PLANNING GROUP, LLC

Office #1: 5740 Gateway Blvd Suite 203, Mason, OH 45040

RIA

CRD#: 337562

MASON, OH

Past

June 22, 2018 - September 2, 2025

VANWEELDEN WEALTH MANAGEMENT, LLC

RIA

CRD#: 290308

WEST CHESTER TOWNSHIP, OH

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

Ohio
(8/4/2025)

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 65

Date: 6/22/2018

Uniform Investment Adviser Law Examination

Current Firm

RETIREMENT PLANNING GROUP, LLC

CRD#: 337562 / SEC#:

Ohio

Registered Investment Advisory firm - (8/4/2025 Approved)

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Contact information

Main Address

5740 Gateway Blvd Suite 203, Mason, OH 45040

Mailing Address

Phone number

(513) 587-4765

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 2,400,000

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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James P. Connell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Paul Connell II's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT PLANNING GROUP, LLC

VANWEELDEN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2018

Current Firm

RETIREMENT PLANNING GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREMENT PLANNING GROUP, LLC

TRUST BUT VERIFY

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