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Martha Paterik

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 2023-07-27
  • KS RA
    APPROVED
    Since 2023-07-27

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
Vsr Advisory Services, Inc. Overland Park KS 06/2009 09/2016
Purshe Kaplan Sterling Investments Albany NY 11/2016 07/2023
Keen Wealth Advisors Overland Park KS 09/2016 07/2023
Cetera Planning Partners Leawood KS 07/2023 Present
Cetera Wealth Services El Segundo CA 04/2026 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-10
  • S66 Uniform Combined State Law Examination
    2009-06-10
Other Names
  • Martha Louise Paterik

View on SEC IAPD

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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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