Ronald Kudlacek

Investment Adviser Representative at THE RETIREMENT PLANNING GROUP, LLC

Cypress, TXCRD #4738374Dual-registered

Disclosure(s) on record — see official records below

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

22 yrs

States Registered

1 states

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Registered in 1 states

Texas

Examinations passed

Series 66

Uniform Combined State Law Examination

Passed 1/23/2004

SIE

Securities Industry Essentials Examination

Passed 10/1/2018

Series 7

General Securities Representative Examination

Passed 1/2/2004

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.

SUMMIT BROKERAGE SERVICES, INC.

9/1/2016 – 11/5/2018HOUSTON, TX

RAYMOND JAMES FINANCIAL SERVICES, INC.

8/31/2023 – 12/23/2025Cypress, TX

VSR FINANCIAL SERVICES, INC.

12/20/2010 – 11/2/2016HOUSTON, TX

AVANTAX INVESTMENT SERVICES, INC.

10/29/2018 – 9/11/2023Houston, TX

LPL FINANCIAL CORPORATION

1/5/2004 – 1/3/2011HOUSTON, TX

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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. Ronald Kudlacek 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.