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Inactive

Joshua Gembala

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 2024-04-10
MO RA APPROVED 2024-04-10
TX RA APPROVED 2024-04-10
  • KS RA
    APPROVED
    Since 2024-04-10
  • MO RA
    APPROVED
    Since 2024-04-10
  • TX RA
    APPROVED
    Since 2024-04-10

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
The University Of Kansas Lawrence KS 08/2017 05/2019
Johnson County Community College Overland Park KS 08/2015 05/2017
Heritage Christian Academy Olathe KS 03/2016 07/2017
Precision Officials Silver Lake KS 01/2019 01/2020
Chick-Fil-A Overland Park KS 06/2013 05/2020
Creative Planning, Inc. Overland Park KS 06/2020 03/2024
Cetera Planning Partners Leawood KS 04/2024 Present
  • 08/2017 → 05/2019
    The University Of Kansas
    Lawrence, KS
  • 08/2015 → 05/2017
    Johnson County Community College
    Overland Park, KS
  • 03/2016 → 07/2017
    Heritage Christian Academy
    Olathe, KS
  • 01/2019 → 01/2020
    Precision Officials
    Silver Lake, KS
  • 06/2013 → 05/2020
    Chick-Fil-A
    Overland Park, KS
  • 06/2020 → 03/2024
    Creative Planning, Inc.
    Overland Park, KS
  • 04/2024 → Present
    Cetera Planning Partners
    Leawood, KS
Previous Registrations
  • 2021-03-30 → 2024-04-01
    Creative Planning
    Overland Park, KS
    Overland Park, KS
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-30
  • S65 Uniform Investment Adviser Law Examination
    2021-03-30
Designations
Other Names
  • Joshua Ray Gembala

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

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