Kristopher W Kopyc
Investment adviser representative at Retirement Planning Group, LLC
12 yearsExperience
1 stateRegistered in
$375.4MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Purshe Kaplan Sterling InvestmentsJan 2026 to now
- Retirement Planning Group, LLCSep 2021 to now
- Cate's Italian GardenJul 2020 to Sep 2020
- Chic's MarinaMay 2020 to Jul 2020
- Chic's MarinaMay 2019 to Sep 2019
- Chic's MarinaMay 2018 to Sep 2018
- Siena CollegeSep 2017 to Sep 2021
- Hoffmans Car WashJun 2017 to Sep 2017
- UnemployedJan 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Retirement Planning Group, LLC
$375.4MAssets managed
1,043Clients
5Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7462738
- Firm CRD
- 310647