The Retirement Planning Group Makes First M&A Under New Parent Company

Posted February 29, 2024

Leawood-based The Retirement Planning Group has made its first RIA acquisition since being purchased by Los Angeles-based Cetera Holdings last year. The transaction further expands Cetera’s presence in the Kansas City market.

Cetera Holdings is the holding company of Cetera Financial Group, a financial service provider that oversees more than $475 billion in assets under administration and $190 billion in assets under management, as of Dec. 20, 2023.

All assets held by Dightman Capital Group, which is owned and operated by Brian Dightman, will be transferred over to TRPG. In June, TRPG was purchased by Cetera, which added $1.4 billion in AUM to the company.

This is the first RIA integration TRPG has made since being purchased by Cetera.

“This acquisition represents a continuation of TRPG’s successful M&A strategy, and the first of more to come with the support of Cetera,” CEO of TRPG Kevin Conard said in a release. “I encourage any independent advisors aspiring to spend more time taking care of their clients – and less time on the operational aspects of running a business – to consider TRPG as a destination of choice.”

Dightman will continue serving his clients as a W-2 advisor at TRPG.

“From the moment I met Kevin and his team, I knew this was the right fit and could not be more pleased and optimistic about the future,” Dightman said in the release. “The TRPG culture backed by Cetera’s industry leading resources and support make this partnership the perfect choice for my business and my clients.”