Storia della carriera di Kevin Conard
Precedenti posizioni note di Kevin Conard
| Società | Posizione | Inizio | 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). | Direttore operativo | 01/01/2013 | 01/09/2017 |
| Fondatore | 01/01/2013 | 01/09/2017 | |
| Gestore di Portafoglio-Azioni | 01/01/2013 | 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 | 13/02/2004 | - |
| Fondatore | 13/02/2004 | - | |
| Gestore di Portafoglio-Azioni | 13/02/2004 | - |
Formazione di Kevin Conard
| University of Kansas | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Portfolio Manager-Equities | 2 |
| Founder | 2 |
| Chief Executive Officer | 1 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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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