Kristina M. Ashworth

THE RETIREMENT PLANNING GROUP

CHESTERFIELD, MO 63017

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CRD#: 6894195

Professional summary

Kristina Marie Ashworth, who also goes by Kristina Marie Bertelsman, is a registered financial advisor currently at THE RETIREMENT PLANNING GROUP, LLC located in Chesterfield, Missouri.

Kristina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kristina has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kristina Marie Bertelsman

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 Kristina Marie Ashworth'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

November 2, 2020 - Present

THE RETIREMENT PLANNING GROUP, LLC

Office #1: 14755 N. Outer 40 Road, Chesterfield, MO 63017

RIA

CRD#: 129625

CHESTERFIELD, MO

Past

March 16, 2018 - October 29, 2020

EDWARD JONES

RIA

CRD#: 250

Lake St Louis, MO

Past

February 23, 2018 - October 29, 2020

EDWARD JONES

CRD#: 250

Lake St Louis, MO

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

Missouri
(11/2/2020)

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: 3/15/2018

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: 2/23/2018

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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Kristina M. Ashworth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristina Marie Ashworth's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE RETIREMENT PLANNING GROUP, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

THE RETIREMENT PLANNING GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/15/2018

SIE

Date: 10/1/2018

Series 7

Date: 2/23/2018

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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