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Michael Paul Russell

Cetera Planning Partners

Leawood, KS

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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

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST NATIONAL ADVISERS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TFB ADVISORS, LLC
BEACON WEALTH ADVISORY
FREESTATE ADVISORS LLC
GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

Other Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON
MATTHEW JOHN SCHOENFELD
NATHAN DAVID PAULSON
Michael Nathan Paulson
MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

More in Leawood, KS

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