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Amy Grindstaff

Cetera Planning Partners

Leawood, KS

Johnson City, TN

CRD 8286532

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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 2026-06-04
  • TN RA
    APPROVED
    Since 2026-06-04

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
Saratoga Technologies, Inc Johnson City TN 06/2016 02/2019
Sharp Business Systems Johnson City TN 02/2019 12/2019
Marmo Financial Group Johnson City TN 01/2020 07/2024
Marmo Financial Group Johnson City TN 07/2024 05/2026
Cetera Planning Partners Johnson City TN 05/2026 Present
  • 06/2016 → 02/2019
    Saratoga Technologies, Inc
    Johnson City, TN
  • 02/2019 → 12/2019
    Sharp Business Systems
    Johnson City, TN
  • 01/2020 → 07/2024
    Marmo Financial Group
    Johnson City, TN
  • 07/2024 → 05/2026
    Marmo Financial Group
    Johnson City, TN
  • 05/2026 → Present
    Cetera Planning Partners
    Johnson City, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-26
  • S65 Uniform Investment Adviser Law Examination
    2025-12-26

View on SEC IAPD

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