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Paul Allen Dreher

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
TX RA APPROVED_RES 2016-01-27
KS RA APPROVED 2012-07-30
  • TX RA
    APPROVED_RES
    Since 2016-01-27
  • KS RA
    APPROVED
    Since 2012-07-30

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 12/2011 Present
Other Businesses

1)KANSAS CITY HOSPICE, KANSAS CITY, MO - INVESTMENT RELATED. POSITION: VOLUNTEER BOARD/COMMITTEE MEMBER, WITH OTHER COMMITTEE MEMBERS WE MEET WITH THE CORPORATE TRUSTEE REPRESENTATIVES TO DISCUSS KC HOSPICE'S FINANCIAL NEEDS AND PLANNING. START DATE: JANUARY 2015. APPROXIMATELY 2 HRS. PER MONTH, NONE DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-27
S63 Uniform Securities Agent State Law Examination 2007-03-13
  • S65 Uniform Investment Adviser Law Examination
    2012-06-27
  • S63 Uniform Securities Agent State Law Examination
    2007-03-13
Designations

View on SEC IAPD

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