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Basehor, KS • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-17 |
| NE | RA | APPROVED | 2024-06-21 |
| TX | RA | APPROVED_RES | 2020-05-22 |
| MO | RA | APPROVED | 2017-01-17 |
| KS | RA | APPROVED | 2016-12-15 |
Branch Locations
8500 Shawnee Mission Pkwy Suite L20, Merriam, KS 66202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safe Harbor Financial Planning Group | Kansas City | MO | 08/2011 | 11/2016 |
| Safe Harbor Financial Planning Group, Llc | Kansas City | MO | 08/2012 | 12/2016 |
| Retirement Planning Specialists - Midwest, Llc | Basehor | KS | 09/2016 | Present |
| Tressa Wasson, Sole Proprietor | Olathe | KS | 09/2016 | 01/2017 |
| Rps Insurance Solutions, Llc | Basehor | KS | 01/2017 | Present |
RPS Insurance Solutions, LLC; Investment-related-yes; Olathe, KS; Insurance services; Insurance Agent, 01/2017; 50% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-19 |
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