Retireright Consulting Group

Overview

Retireright Consulting Group is an SEC registered investment adviser based in West Des Moines, IA, registered since 2019. It reports $561M in assets under management across 733 accounts, with 5 employees. It has 2 investment adviser representatives.

Reported AUM

$561M

Discretionary

39%

Accounts

733

Average account

$766K

Employees

5

Advisory reps

2

Registered since

2019

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Brian Ray Ormord Managing Member CRD 2470919
• Dirk Matthew Dixon Managing Member CRD 2908497
• Henry Danforth Kinney Jr Managing Member, Chief Compliance Officer CRD 2009424

Advisory reps 2 of 2

• Kyle Lippold Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5627120
• Timothy J Olejniczak Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6331411

Location

Headquarters

1200 Valley West Dr Ste 707
West Des Moines, IA 50266

County

Polk

Metro area

Des Moines-West Des Moines, IA

Region

Midwest

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: premierbanking.bank

Every state, with registration dates

Similar firms near West Des Moines

• Sammons Financial Group Asset Management, LLCWest Des Moines, IA$122B AUM
• Foster Group, Inc.West Des Moines, IA$4.8B AUM
• Gilbert & Cook, Inc.West Des Moines, IA$1.7B AUM
• Syverson StregeWest Des Moines, IA$911M AUM
• Wealth Advisors of Iowa, LLCWest Des Moines, IA$539M AUM