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Jacob Gregory Traen

Cetera Planning Partners

Leawood, KS

CRD 8030769

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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
KS RA APPROVED 2025-01-30
  • KS RA
    APPROVED
    Since 2025-01-30

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
Cetera Planning Partners Leawood KS 07/2024 Present
Iowa State Athletic Department Ames IA 08/2023 12/2023
Sporting Kansas City Kansas City KS 06/2023 08/2023
Venkeer Memorial Golf Course Ames IA 05/2022 08/2022
Delta Tau Delta Gamma Pi Ames IA 04/2022 11/2022
Riverpools Kc Overland Park KS 05/2021 08/2021
Iowa State University Ames IA 08/2020 05/2024
Blue Valley Sw High School Overland Park KS 08/2016 05/2020
  • 07/2024 → Present
    Cetera Planning Partners
    Leawood, KS
  • 08/2023 → 12/2023
    Iowa State Athletic Department
    Ames, IA
  • 06/2023 → 08/2023
    Sporting Kansas City
    Kansas City, KS
  • 05/2022 → 08/2022
    Venkeer Memorial Golf Course
    Ames, IA
  • 04/2022 → 11/2022
    Delta Tau Delta Gamma Pi
    Ames, IA
  • 05/2021 → 08/2021
    Riverpools Kc
    Overland Park, KS
  • 08/2020 → 05/2024
    Iowa State University
    Ames, IA
  • 08/2016 → 05/2020
    Blue Valley Sw High School
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-29
  • S65 Uniform Investment Adviser Law Examination
    2025-01-29

View on SEC IAPD

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