Career history of Kevin Conard
Former positions of Kevin Conard
| Companies | Position | Start | End |
|---|---|---|---|
Blooom, Inc.
 Blooom, Inc. Investment ManagersFinance Blooom, Inc. (blooom) is an independent, SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded in 2013 by Chris Costello, Randy Auf Der Heide and Kevin M. Conard. blooom offers various investment advisory and management services through a web-based application to individual clients who participate in 401(k)s, 403(b)s, 457 Plans and other Employer Sponsored Retirement Accounts, or who own Individual Retirement Accounts (IRA’s). | Chief Operating Officer | 2012-12-31 | 2017-08-31 |
| Founder | 2012-12-31 | 2017-08-31 | |
| Portfolio Manager-Equities | 2012-12-31 | 2017-08-31 | |
The Retirement Planning Group, Inc.
 The Retirement Planning Group, Inc. Investment ManagersFinance The Retirement Planning Group, Inc. (TRPG) is a SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded by Kevin Conrad and Chris Costello in 2004 and was acquired by Cetera Financial Group, Inc. in 2023. TRPG provides advisory services and manages portfolios for individuals and high net worth investors. | Chief Executive Officer | 2004-02-12 | - |
| Founder | 2004-02-12 | - | |
| Portfolio Manager-Equities | 2004-02-12 | - |
Training of Kevin Conard
| University of Kansas | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Portfolio Manager-Equities | 2 |
| Founder | 2 |
| Chief Executive Officer | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
The Retirement Planning Group, Inc.
The Retirement Planning Group, Inc. Investment ManagersFinance The Retirement Planning Group, Inc. (TRPG) is a SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded by Kevin Conrad and Chris Costello in 2004 and was acquired by Cetera Financial Group, Inc. in 2023. TRPG provides advisory services and manages portfolios for individuals and high net worth investors. | Finance |
Blooom, Inc.
Blooom, Inc. Investment ManagersFinance Blooom, Inc. (blooom) is an independent, SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded in 2013 by Chris Costello, Randy Auf Der Heide and Kevin M. Conard. blooom offers various investment advisory and management services through a web-based application to individual clients who participate in 401(k)s, 403(b)s, 457 Plans and other Employer Sponsored Retirement Accounts, or who own Individual Retirement Accounts (IRA’s). | Finance |
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