James Paul Connell

Current Employers

Retirement Planning Group, Llc

5740 Gateway Blvd Suite 203, Mason, OH 45040 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-08-04

OH RA
APPROVED

Since 2025-08-04

Branch Locations

5740 Gateway Blvd Suite 203, Mason, OH 45040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Vanweelden Wealth Management, Llc	West Chester	OH	01/2017	08/2025
Wkrc-Tv	Cincinnati	OH	08/1998	01/2017
Retirement Planning Group, Llc	West Chester	OH	08/2025	Present

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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-06-22

S65 Uniform Investment Adviser Law Examination

2018-06-22

Other Names

James Paul Connell

View on SEC IAPD

Current Employers

Retirement Planning Group, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews