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Inactive

Grant David Cetola

Creative Planning

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-04-20
  • KS RA
    APPROVED
    Since 2026-04-20

Branch Locations

5454 W. 110Th Street, Overland Park, 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
Kansas State University Manhattan KS 08/2016 05/2018
Community First National Bank Manhattan KS 05/2018 10/2018
Kansas State University Manhattan KS 10/2018 05/2019
Axa Advisors, Llc New York NY 05/2019 08/2019
Ch Robinson Kansas City MO 08/2019 03/2020
Orion Advisor Technology Omaha NE 04/2020 02/2022
Creative Planning, Llc Overland Park KS 02/2022 03/2025
Intellicents Lawrence KS 03/2025 04/2026
Mutual Securities, Inc. Camarillo CA 11/2025 04/2026
Creative Planning, Llc Overland Park KS 04/2026 Present
  • 08/2016 → 05/2018
    Kansas State University
    Manhattan, KS
  • 05/2018 → 10/2018
    Community First National Bank
    Manhattan, KS
  • 10/2018 → 05/2019
    Kansas State University
    Manhattan, KS
  • 05/2019 → 08/2019
    Axa Advisors, Llc
    New York, NY
  • 08/2019 → 03/2020
    Ch Robinson
    Kansas City, MO
  • 04/2020 → 02/2022
    Orion Advisor Technology
    Omaha, NE
  • 02/2022 → 03/2025
    Creative Planning, Llc
    Overland Park, KS
  • 03/2025 → 04/2026
    Intellicents
    Lawrence, KS
  • 11/2025 → 04/2026
    Mutual Securities, Inc.
    Camarillo, CA
  • 04/2026 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-27
S65 Uniform Investment Adviser Law Examination 2022-05-27
  • S63 Uniform Securities Agent State Law Examination
    2026-02-27
  • S65 Uniform Investment Adviser Law Examination
    2022-05-27
Designations
Other Names
  • Grant Cetola

View on SEC IAPD

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MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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