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Cetera Planning Partners CRD 129625
$4.16B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
Branch Locations
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
20467 Cypresswood Drive, Suite B, Cypress, TX 77433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Cypress | TX | 08/2024 | 12/2025 |
| Jersey Mikes | Cypress | TX | 06/2018 | 08/2019 |
| Jersey Mikes | College Station | TX | 05/2020 | 05/2021 |
| Texas A&M Corpus Christi @ Rellis | College Station | TX | 08/2021 | 05/2024 |
| University Of Texas At Dallas | Dallas | TX | 08/2019 | 05/2020 |
| Unemployed | Cypress | TX | 05/2021 | 08/2021 |
| Unemployed | Cypress | TX | 05/2024 | 08/2024 |
| Bahama Bucks | Cypress | TX | 05/2017 | 05/2017 |
| Unemployed | Cypress | TX | 05/2017 | 06/2018 |
| Unemployed | Cypress | TX | 02/2001 | 05/2017 |
| Plains Wealth Management | Cypress | TX | 08/2024 | 12/2025 |
| Raymond James Financial Services Advisors, Inc. | Cypress | TX | 08/2025 | 12/2025 |
| The Retirement Planning Group, Llc | Leawood | KS | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-12 |
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