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Leawood-based The Retirement Planning Group sells to a $330B Los Angeles financial adviser

June 6, 2023 by James Dornbrook

The Retirement Planning Group is now part of Cetera Financial Group, a Los Angeles-based financial planning firm that has been an active acquirer this year. The Leawood firm has $1.4 billion in assets and 40 employees. Cetera reports $330 billion in assets under administration and $116 billion in assets under management.

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