Loading
Tap on the profile icon to edit
your financial details.
Your Details Done
Kevin Conard

Kevin
Conard

The Retirement Planning Group, Inc.

CRD#3193016
Investment Advisor
in Overland Park, KS

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kevin Conard has spent nearly 20 years in the financial services industry. To better serve clients he co-founded The Retirement Planning Group in 2004. The firm now serves more than 800 families and manages $649 million in assets. Though the firm works with clients across the nation, its offices are located in Springfield, Missouri, St. Louis and Overland Park, Kansas

Conard offers retirement planning and holds the chartered retirement planning consultant (CRPC) designation. He does not require his clients to have any minimum amount of assets to open or maintain an account but specializes in serving high-net-worth individuals, families and retirees. Conard communicates with his clients on a monthly basis via text, email, phone calls and in person. A fee-only advisor, Conard charges a 1% asset-based charge that decreases based on the total amount under management.

Conard says that the most common investing mistakes that he sees investors make are failing to accurately calculate the amount of income they will need in retirement, underestimating the amount they are paying in hidden fees and not fully understanding the risks hidden in their current portfolios. Conard and his firm create globally diversified portfolios with the goal of helping clients avoid unnecessary risk from having their assets too concentrated in any one area. According to Conard, his firm manages risk by monitoring client accounts on a daily basis through technology that notifies the firm of buying or selling opportunities, so they can act proactively.

In addition to founding The Retirement Planning Group, Conard is a co-founder of the robo-advisory firm, blooom. In his spare time, you’ll find him leading a den of 15 Cub Scouts, coaching soccer or running his three boys from one event to the other.

Certifications and Registrations

CRPC®

Years of Experience

16

Services Offered

Retirement Planning

Fee Structure

Asset based fee

Fiduciary

Yes

Disclosures

0

Office Location

11512 West 119th Street
Overland Park, KS

Phone Number

(913) 498-8898

Advisor Certifications and Licenses

CRPC®

The Retirement Planning Group, Inc. Brokerage Details

Total Assets Under Management

$ 648,523,641

Total Number of Accounts

2,214

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Retirement Planning

Kevin Conard Work History

Kevin has 16 years of experience.

2004 - Present (14 years)

The Retirement Planning Group, Inc.

2003 - 2004 (1 year)

Wachovia Securities, LLC

2002 - 2003 (1 year)

Prudential Securities Incorporated

Disclosures

Kevin has no disclosures.

Please visit his SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started