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Advisor at RETIREMENT PLANNING GROUP, LLC
MASON, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| RETIREMENT PLANNING GROUP, LLC | State registered | Aug 4, 2025 | n/a | yes | MASON, OH | Current employment |
| VANWEELDEN WEALTH MANAGEMENT, LLC | Independent wealth | Jun 22, 2018 | Sep 2, 2025 | no | WEST CHESTER TOWNSHIP, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VANWEELDEN WEALTH MANAGEMENT, LLC | RETIREMENT PLANNING GROUP, LLC | Sep 2, 2025 | Aug 4, 2025 | -29 | Firm change | RIA to state RIA |