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Cetera Planning Partners
LEAWOOD, KS
CRD: 129625
In PWD coverage since August 18, 2026 · 2 stories
$4.2BRegulatory AUMSEC Form ADV · Sep 26
78EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Sep 26
Deal recordFull tracker →
Apr 27, 26Deal announcedCetera Financial Group · The Retirement Planning Group · Avantax Planning Partners · $19B
PWD coverage
Features
Recruiting's new currency: peer networks and plan relationships
LPL's $385 million retiree book and NewEdge's 22-location peer bench show buyers underwriting referral networks, not transition checks.