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Jordan Helmker

The Retirement Planning Group, LLC

Leawood, KS

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Current Employers
The Retirement Planning Group, Llc

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-08-07
  • KS RA
    APPROVED
    Since 2025-08-07

Branch Locations

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • 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
OrganizationCityStateFromTo
Modern Wealth Management Lenexa KS 08/2023 05/2024
C2Fo Leawood KS 08/2021 10/2022
Yellow Logistics Overland Park KS 08/2019 05/2021
Unemployed Kansas City MO 11/2022 07/2023
Student Commerce Township MI 04/2014 04/2021
Trifound Advisory Llc Commerce Township MI 09/2024 07/2025
Unemployed Commerce Township MI 06/2024 08/2024
The Retirement Planning Group Leawood KS 08/2025 Present
  • 08/2023 → 05/2024
    Modern Wealth Management
    Lenexa, KS
  • 08/2021 → 10/2022
    C2Fo
    Leawood, KS
  • 08/2019 → 05/2021
    Yellow Logistics
    Overland Park, KS
  • 11/2022 → 07/2023
    Unemployed
    Kansas City, MO
  • 04/2014 → 04/2021
    Student
    Commerce Township, MI
  • 09/2024 → 07/2025
    Trifound Advisory Llc
    Commerce Township, MI
  • 06/2024 → 08/2024
    Unemployed
    Commerce Township, MI
  • 08/2025 → Present
    The Retirement Planning Group
    Leawood, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-05
  • S65 Uniform Investment Adviser Law Examination
    2024-04-05

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TFB ADVISORS, LLC
BEACON WEALTH ADVISORY
FREESTATE ADVISORS LLC
GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

Other Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON
MATTHEW JOHN SCHOENFELD
NATHAN DAVID PAULSON
Michael Nathan Paulson
MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

More in Leawood, KS

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