Jakob
Benelli
The Retirement Planning Group, LLC
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About this Advisor
Jakob Benelli is a financial advisor based in Leawood, Kansas, working with The Retirement Planning Group, LLC. Jakob has previously worked at American Century Investment Services, Inc, Olathe East High School, Office Max, Krispy Kreme, Kansas State University, Genesis Health Clubs, and The Retirement Planning Group. Jakob has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Kansas. Jakob is currently part of The Retirement Planning Group, LLC, which operates out of Leawood, Kansas. The firm has 8 offices and 58 employees. The Retirement Planning Group, LLC manages $2.7 billion in assets and serves high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and educational seminars. The Retirement Planning Group, LLC offers asset-based and fixed fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Retirement Planning Group, LLC Brokerage Details
$2,651,400,832
58
8,975
$295,421
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jakob Benelli Work History
The Retirement Planning Group
American Century Investment Services, Inc
Genesis Health Clubs
Krispy Kreme
Kansas State University
Office Max
Olathe East High School
Disclosures
Please visit the SEC profile of Jakob Benelli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Retirement Planning Group, LLC
San Ramon, CA
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
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