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Trace Aaron Weatherford

Cetera Planning Partners

Greensboro, NC

Leawood, KS

CRD 7822561

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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_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

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Bradley Donald Ross
Douglas Kenely
Ashley Cook

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

More in Greensboro, NC

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