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Dwight Earl Twillman

Investment Adviser Representative at THE RETIREMENT PLANNING GROUP, LLC

Leawood, KSCRD #2156908Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
2 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
KansasTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/20/1992
Series 63
Uniform Securities Agent State Law Examination
Passed 8/5/1991
Series 7
General Securities Representative Examination
Passed 7/18/1991

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

THE Retirement Planning Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CETERA PLANNING PARTNERSCurrent
8/28/2014Leawood, KS
FISHER INVESTMENTS
6/19/20133/3/2014Overland Park, KS
KORNITZER CAPITAL MANAGEMENT, INC.
11/24/20086/24/2013Shawnee Mission, KS

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dwight Earl Twillman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Dwight Earl Twillman - Financial Advisor in Leawood, KS | AdvisorFinder