James Paul Connell

Employer firm

Retirement Planning Group, LLC CRD 337562

$2.40M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → 08/2025
  Vanweelden Wealth Management, Llc
  West Chester, OH
• 08/1998 → 01/2017
  Wkrc-Tv
  Cincinnati, OH
• 08/2025 → Present
  Retirement Planning Group, Llc
  West Chester, OH

Previous Registrations

• 2018-06-22 → 2025-09-02
  Vanweelden Wealth Management, Llc
  West Chester Township, OH

Other Businesses

INDEPENDENT INSURANCE AGENT - INVESTMENT RELATED; WEST CHESTER, OHIO; INSURANCE SALES; DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-22

Other Names

• James Paul Connell