John Bradley Wilson

Employer firm

Cetera Planning Partners CRD 129625

$4.16B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → 11/2016
  Vsr Financial Services, Inc.
  Overland Park, KS
• 11/2010 → 08/2023
  Core + Financial Strategies, Llc.
  Houston, TX
• 09/2016 → 10/2018
  Summit Brokerage Services, Inc.
  Boca Raton, FL
• 10/2018 → 08/2023
  Avantax Investment Services, Inc.
  Cypress, TX
• 09/2016 → 10/2018
  Summit Financial Group Inc.
  Houston, TX
• 12/2010 → 08/2023
  Core + Tax Strategies, Llc.
  Cypress, TX
• 03/2012 → 10/2020
  Smartshine, Llc
  Houston, TX
• 10/2018 → 08/2023
  Avantax Advisory Services
  Cypress, TX
• 12/2010 → 08/2023
  Core Plus Financial Strategies, Llc
  Houston, TX
• 08/2023 → 12/2025
  Plains State Bank
  Cypress, TX
• 08/2023 → 12/2025
  Raymond James Financial Services, Inc.
  Houston, TX
• 08/2023 → 12/2025
  Raymond James Financial Services Advisors, Inc.
  Houston, TX
• 09/2023 → 10/2023
  Core + Financial Strategies Plains Wealth Management
  Cypress, TX
• 12/2025 → Present
  The Retirement Planning Group, Llc
  Leawood, KS

Previous Registrations

• 2023-08-31 → 2025-12-22
  Raymond James Financial Services Advisors, Inc
  Houston, TX
• 2018-10-30 → 2023-09-11
  Avantax Advisory Services
  Houston, TX
• 2016-09-01 → 2018-11-06
  Summit Financial Group Inc
  Houston, TX
  Houston, TX
• 2010-12-20 → 2016-11-02
  Vsr Financial Services, Inc.
  Worden, IL
  Houston, TX
  Overland Park, KS
  Houston, TX
  Houston, TX
  Overland Park, KS
  Houston, TX
• 2002-10-01 → 2011-01-03
  Lpl Financial Llc
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
• 1999-10-25 → 2002-10-02
  Osaic Fa, Inc.
  Houston, TX

Other Businesses

Name of Business: RKBW, LLC Address: 10114 E Frio River Circle, Cypress, TX, 77433, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 12/31/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real Estate investments; convenience store equipment lease and sales; Cetera (my employer) is a tenant in two properties owned and pays a monthly lease amount that includes a common area maintenance fee on both.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-10-16

Other Names

• John Bradley Wilson
• Brad Wilson