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Trace Aaron Weatherford

Cetera Planning Partners

Greensboro, NC

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_RES 2026-04-14
NC RA APPROVED 2025-10-15
KS RA APPROVED 2023-11-17
  • TX RA
    APPROVED_RES
    Since 2026-04-14
  • NC RA
    APPROVED
    Since 2025-10-15
  • KS RA
    APPROVED
    Since 2023-11-17

Branch Locations

2010-D New Garden Road, Greensboro, NC 27410 • United States

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
The Retirement Planning Group Leawood KS 12/2021 11/2023
The Retirement Planning Group Leawood KS 05/2021 12/2021
Rosnet Technology Parkville MO 05/2019 04/2021
Truman State University Kirksville MO 05/2017 06/2019
Park Hill South Riverside MO 06/2013 05/2017
Missouri Western State University Saint Joseph MO 08/2019 12/2021
Cetera Planning Partners Greensboro NC 11/2023 Present
  • 12/2021 → 11/2023
    The Retirement Planning Group
    Leawood, KS
  • 05/2021 → 12/2021
    The Retirement Planning Group
    Leawood, KS
  • 05/2019 → 04/2021
    Rosnet Technology
    Parkville, MO
  • 05/2017 → 06/2019
    Truman State University
    Kirksville, MO
  • 06/2013 → 05/2017
    Park Hill South
    Riverside, MO
  • 08/2019 → 12/2021
    Missouri Western State University
    Saint Joseph, MO
  • 11/2023 → Present
    Cetera Planning Partners
    Greensboro, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-17
  • S65 Uniform Investment Adviser Law Examination
    2023-11-17

View on SEC IAPD

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SMITH PARTNERS WEALTH MANAGEMENT, LLC
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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

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