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Kael Rex Stoaks is a financial advisor professional located in Westminster, CO. They specialize in financial advisory. With over 2 years of experience, they bring deep expertise to every client.
Kael Rex Stoaks - The Retirement Planning Group, Llc holds an active professional license (FINRA CRD) for your protection.
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Kael Rex Stoaks operates The Retirement Planning Group, LLC in Westminster, Colorado. As a financial advisor with 2 years in business, Stoaks holds a FINRA CRD license (registration number 6823192), which governs securities-related advisory work. The firm focuses on retirement planning services for clients seeking professional guidance on investment and income strategies for their later years.
A FINRA CRD license indicates the advisor is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees brokers and investment advisors in the U.S. This registration means Stoaks has passed required examinations and is subject to FINRA's rules and ongoing compliance oversight. The CRD number is the Central Registration Depository identifier used to track the advisor's regulatory history and qualifications in the securities industry.