Profilo
Kevin Morris Conard is the founder of The Retirement Planning Group, Inc. (founded in 2004) and Blooom, Inc. (founded in 2013).
At The Retirement Planning Group, Inc., he held the titles of CEO, Principal & Senior Wealth Manager.
At Blooom, Inc., he held the title of Investment Advisor from 2013 to 2017.
Mr. Conard received an undergraduate degree from the University of Kansas.
Precedenti posizioni note di Kevin Conard
| Società | Posizione | Fine |
|---|---|---|
Blooom, Inc.
 Blooom, Inc. Investment ManagersFinance Blooom, Inc. (blooom) is an independent, SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded in 2013 by Chris Costello, Randy Auf Der Heide and Kevin M. Conard. blooom offers various investment advisory and management services through a web-based application to individual clients who participate in 401(k)s, 403(b)s, 457 Plans and other Employer Sponsored Retirement Accounts, or who own Individual Retirement Accounts (IRA’s). | Fondatore | 01/09/2017 |
The Retirement Planning Group, Inc.
 The Retirement Planning Group, Inc. Investment ManagersFinance The Retirement Planning Group, Inc. (TRPG) is a SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded by Kevin Conrad and Chris Costello in 2004 and was acquired by Cetera Financial Group, Inc. in 2023. TRPG provides advisory services and manages portfolios for individuals and high net worth investors. | Amministratore Delegato | - |
Formazione di Kevin Conard
| University of Kansas | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
The Retirement Planning Group, Inc.
The Retirement Planning Group, Inc. Investment ManagersFinance The Retirement Planning Group, Inc. (TRPG) is a SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded by Kevin Conrad and Chris Costello in 2004 and was acquired by Cetera Financial Group, Inc. in 2023. TRPG provides advisory services and manages portfolios for individuals and high net worth investors. | Finance |
Blooom, Inc.
Blooom, Inc. Investment ManagersFinance Blooom, Inc. (blooom) is an independent, SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded in 2013 by Chris Costello, Randy Auf Der Heide and Kevin M. Conard. blooom offers various investment advisory and management services through a web-based application to individual clients who participate in 401(k)s, 403(b)s, 457 Plans and other Employer Sponsored Retirement Accounts, or who own Individual Retirement Accounts (IRA’s). | Finance |
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