Advisor at Retirement Planning Specialists - Midwest, LLC
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Firm
Retirement Planning Specialists - Midwest, LLC
Location
Merriam, KS 66202
Credentials
Series 65
Industry experience
14 years
Tressa Wasson is a financial advisor at Retirement Planning Specialists - Midwest, LLC with 14 years of industry experience. She holds a Series 65 designation and has worked at firms including Safe Harbor Financial Planning Group and RPS Insurance Solutions, LLC, where she currently spends approximately half of her time providing insurance services. Retirement Planning Specialists - Midwest, LLC serves individual clients with financial planning and consulting, providing educational seminars and referring client assets to third-party money managers. The firm delivers financial plans and consultations on an hourly or per-engagement basis without directly managing client assets.
Based on Retirement Planning Specialists - Midwest, LLC
Based on Retirement Planning Specialists - Midwest, LLC
$200 per hour for financial planning
Fee-only: $200 per hour for financial planning services
8500 Shawnee Mission Pkwy, Suite L20
Merriam, KS 66202
Florida · Kansas · Missouri · Nebraska · Texas
RPS Insurance Solutions, LLC
2017 - Present (9 years)
Retirement Planning Specialists - Midwest, LLC
2016 - Present (10 years)
Tressa Wasson, Sole Proprietor
2016 - 2017 (1 year)
Safe Harbor Financial Planning Group, Llc
2012 - 2016 (4 years)
Safe Harbor Financial Planning Group
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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