Martha Paterik

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

• 06/2009 → 09/2016
  Vsr Advisory Services, Inc.
  Overland Park, KS
• 11/2016 → 07/2023
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2016 → 07/2023
  Keen Wealth Advisors
  Overland Park, KS
• 07/2023 → Present
  Cetera Planning Partners
  Leawood, KS
• 04/2026 → Present
  Cetera Wealth Services
  El Segundo, CA

Previous Registrations

• 2019-04-08 → 2023-07-21
  Keen Wealth Advisors
  Overland Park, KS
  Overland Park, KS
• 2009-06-12 → 2016-09-08
  Vsr Financial Services, Inc.
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2009-06-10

Other Names

• Martha Louise Paterik