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Kevin Jaegers

Cetera Planning Partners

Leawood, KS

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Current Employers
Cetera Planning Partners

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2016-06-07
  • KS RA
    APPROVED
    Since 2016-06-07

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 06/2016 Present
Previous Registrations
  • 2015-06-23 → 2016-05-23
    Smart401K, Llc
    Overland Park, KS
  • 2013-09-24 → 2015-06-24
    Financial Engines Advisor Center, Llc
    Overland Park, KS
  • 2006-03-01 → 2013-09-24
    Smart401K, Llc
    Overland Park, KS
  • 2005-10-13 → 2006-02-17
    J.P. Morgan Institutional Investments Inc.
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-10-05
S63 Uniform Securities Agent State Law Examination 2004-07-20
  • S65 Uniform Investment Adviser Law Examination
    2005-10-05
  • S63 Uniform Securities Agent State Law Examination
    2004-07-20
Designations
Other Names
  • Kevin Matthew Jaegers

View on SEC IAPD

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TFB ADVISORS, LLC
BEACON WEALTH ADVISORY
FREESTATE ADVISORS LLC
GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

Other Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON
MATTHEW JOHN SCHOENFELD
NATHAN DAVID PAULSON
Michael Nathan Paulson
MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

More in Leawood, KS

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