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Jakob Martin Benelli

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
KS RA APPROVED 2025-04-07
  • KS RA
    APPROVED
    Since 2025-04-07

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
American Century Investment Services, Inc. Kansas City MO 06/2023 08/2024
Olathe East High School Olathe KS 08/2014 05/2018
Office Max Leawood MO 06/2017 11/2017
Krispy Kreme Overland Park KS 06/2019 08/2019
Kansas State University Manhattan KS 08/2018 05/2023
Genesis Health Clubs Overland Park KS 06/2021 06/2023
The Retirement Planning Group Leawood KS 09/2024 07/2026
Cetera Financial Specialists Llc Schaumburg IL 07/2026 Present
Cetera Investment Services Llc St Cloud MN 07/2026 Present
Cetera Advisors Llc Greenwood Village CO 07/2026 Present
Cetera Wealth Services, Llc El Segundo CA 07/2026 Present
Cetera Planning Partners Leawood KS 07/2026 Present
  • 06/2023 → 08/2024
    American Century Investment Services, Inc.
    Kansas City, MO
  • 08/2014 → 05/2018
    Olathe East High School
    Olathe, KS
  • 06/2017 → 11/2017
    Office Max
    Leawood, MO
  • 06/2019 → 08/2019
    Krispy Kreme
    Overland Park, KS
  • 08/2018 → 05/2023
    Kansas State University
    Manhattan, KS
  • 06/2021 → 06/2023
    Genesis Health Clubs
    Overland Park, KS
  • 09/2024 → 07/2026
    The Retirement Planning Group
    Leawood, KS
  • 07/2026 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 07/2026 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 07/2026 → Present
    Cetera Advisors Llc
    Greenwood Village, CO
  • 07/2026 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 07/2026 → Present
    Cetera Planning Partners
    Leawood, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-05
S63 Uniform Securities Agent State Law Examination 2023-10-06
  • S65 Uniform Investment Adviser Law Examination
    2025-04-05
  • S63 Uniform Securities Agent State Law Examination
    2023-10-06

View on SEC IAPD

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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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