The Retirement Planning Group completes acquisition of $225 Million Lee Financial Group Hawaii
06/05/24, 2:14 PM
Location
leawoodhonoluluIndustry
banking
lending
finance
lending
finance
financial services
The Retirement Planning Group (TRPG), the employee-based RIA of Cetera Financial Group, has acquired Lee Financial Group Hawaii, which represents its second acquisition this year. With approximately $225 million in assets under management, Lee Financial Group Hawaii delivers wide-ranging investment management and financial planning services to clients in Hawaii and beyond. As a result of the acquisition, six full-time professionals have joined TRPG/Cetera.
Company Info
Location
Leawood, Kansas, United States
Company info
The Retirement Planning Group (TRPG) is Cetera's employee-based RIA and an SEC registered investment advisory firm headquartered in Leawood, KS. With over 2,000 clients and $2.6 billion in assets under management, as of June 30, 2024, TRPG is one of the fastest growing companies in the Kansas City area. TRPG helps clients and their families nationwide navigate every financial decision they face throughout their lives by providing comprehensive wealth management services, including retirement planning, portfolio and investment management, tax planning, tax preparation and filing by our in-house tax team.