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Cetera Planning Partners
LEAWOOD, KS
CRD: 129625
In PWD coverage since August 18, 2026 · 3 stories
$4.2BRegulatory AUMSEC Form ADV · Oct 3
78EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Oct 3
Deal recordFull tracker →
Apr 27, 26Deal announcedCetera Financial Group · Avantax Planning Partners · The Retirement Planning Group · $19B
PWD coverage
The Close
Cetera Planning Partners adds advisors from The Retirement Planning Group as recruiting outruns deals
The Oct. 4 arrivals came as advisor moves across the industry outnumbered announced deals nearly three to one over the prior 30 days.