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Ryan Patrick Costello

Cetera Planning Partners

Leawood, KS

CRD 4547636

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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:

Current Employers
Cetera Planning Partners

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-01-27
KS RA APPROVED 2004-02-03
  • TX RA
    APPROVED_RES
    Since 2016-01-27
  • KS RA
    APPROVED
    Since 2004-02-03

Branch Locations

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Planning Partners Leawood KS 02/2004 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-04-17
S63 Uniform Securities Agent State Law Examination 2002-06-27
  • S65 Uniform Investment Adviser Law Examination
    2003-04-17
  • S63 Uniform Securities Agent State Law Examination
    2002-06-27
Designations
  • Certified Financial Planner

View on SEC IAPD

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LPL FINANCIAL LLC · LEAWOOD, KS
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