The Retirement Planning Group - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

The Retirement Planning Group M&A Summary

The Retirement Planning Group has acquired 3 companies of its own, including 3 in the last 5 years.

The Retirement Planning Group has acquired in 3 different US states. The Company’s most targeted sectors include financial services (100%).

The Retirement Planning Group Ownership

Who owns The Retirement Planning Group?

The Retirement Planning Group is owned by Cetera Financial Group. It was acquired on June 6, 2023.

The Retirement Planning Group Business Overview

Where is The Retirement Planning Group headquartered?

The Retirement Planning Group is headquartered in Leawood, Kansas.

What sector is The Retirement Planning Group in?

The Retirement Planning Group is a financial services company.

When was The Retirement Planning Group founded?

The Retirement Planning Group was founded in 2004.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 1
  • Total Countries Invested 1

The Retirement Planning Group

The Retirement Planning Group, Inc.

4811 W 136th Street,
Leawood, Kansas 66224
United States,
(888) 988-6621
www.planningretirements.com

The Retirement Planning Group offers retirement planning, wealth management and financial planning services. The Retirement Planning Group was founded in 2004 and is based in Leawood, Kansas.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # - - - - - 3 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
Parrott Wealth Management LLC 2024-09-24 - Add-on Acquisition
Austin, Texas · www.parrottwealth.com
Watters Financial Services LLC 2024-08-06 - Add-on Acquisition
Paramus, New Jersey · www.wattersfinancial.com
Dightman Capital Group, Inc. 2024-02-21 - Add-on Acquisition
Overland Park, Kansas · www.dightmancapital.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 3 (100%) - - -
Total 3 - - -

By Geo

State/Country Buy Value Sell Value
United States 3 - - -
  Texas 1 - - -
  New Jersey 1 - - -
  Kansas 1 - - -
Total 3 - - -

Company Summary

SECTOR

Financial Services

Established

2004

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