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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-24 |
| KS | RA | APPROVED | 2024-07-12 |
| TX | RA | APPROVED | 2024-07-12 |
Branch Locations
16 Arcadian Avenue, Suite C4, Paramus, NJ 07652 • United States
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Watters Financial Services, Llc | Ramsey | NJ | 02/1986 | 07/2024 |
| Cetera Planning Partners | Leawood | KS | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-05 |
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