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Sasha Stewart

Cetera Planning Partners

Leawood, KS

Johnson City, TN

CRD 7364311

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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:

Current Employers
Cetera Planning Partners

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-05-04
  • TN RA
    APPROVED
    Since 2026-05-04

Branch Locations

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

801 Sunset Drive Building A, Ste. 1, Johnson City, TN 37604 • 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
Wealthwise, Inc. Dba Worthwhile Wealth Council Johnson City TN 03/2013 11/2022
Marmo Financial Group, Llc Johnson City TN 01/2023 05/2026
Cetera Planning Partners Leawood KS 05/2026 Present
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Sasha Jones
  • Sasha Weaver

View on SEC IAPD

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Nearby Investors

COREY RANDALL BIERL
JASON BRETT COLE
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Nearby Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
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