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Michael Paul Russell

Cetera Planning Partners

Leawood, KS

CRD 6284115

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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
TX RA APPROVED 2026-04-14
CA RA APPROVED 2026-04-13
KS RA APPROVED 2022-03-28
  • TX RA
    APPROVED
    Since 2026-04-14
  • CA RA
    APPROVED
    Since 2026-04-13
  • KS RA
    APPROVED
    Since 2022-03-28

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
Creative Planning Overland Park KS 06/2015 05/2021
Cboe Global Market Lenexa KS 01/2022 03/2022
Cetera Planning Partners Leawood KS 03/2022 Present
Centriq Training Kansas City KS 07/2021 10/2021
  • 06/2015 → 05/2021
    Creative Planning
    Overland Park, KS
  • 01/2022 → 03/2022
    Cboe Global Market
    Lenexa, KS
  • 03/2022 → Present
    Cetera Planning Partners
    Leawood, KS
  • 07/2021 → 10/2021
    Centriq Training
    Kansas City, KS
Previous Registrations
  • 2015-06-24 → 2021-05-18
    Creative Planning
    Leawood, KS
    Overland Park, KS
    Overland Park, KS
  • 2014-01-02 → 2015-06-23
    Smart401K, Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-30
  • S65 Uniform Investment Adviser Law Examination
    2013-12-30
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
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Nearby Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON

Nearby Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS

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