Loading listings...
Loading listings...
Is this your business?
Claim your free profile to update your info, respond to reviews, and start getting leads from clients searching for financial_advisor professionals in Westminster.
We verify your phone before sharing it — no spam.
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.
Looking for a financial_advisor professional in Westminster, CO? Contact Kael Rex Stoaks to discuss your needs and schedule a consultation. Compare ratings and reviews to find the right professional for you.
How much does financial_advisor cost in Westminster, CO?
View 2026 pricing guide with cost breakdowns and local data
Ready to get started?
Compare professionals in your area to find the best fit.
Reach out in under a minute. Kael Rex Stoaks - The Retirement Planning Group, Llc will respond with availability and next steps.
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.