Investment adviser representative · Cetera Planning Partners

Charlotte K. Teruya-Westcott

CRD 6329919 · Leawood, KS

At a glance

Charlotte K. Teruya-Westcott is an investment adviser representative with Cetera Planning Partners in Leawood, KS, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charlotte’s SEC record dates to 2014, about 12 years ago.

Current advisory firm

Cetera Planning PartnersSince May 2024Leawood, KS · $4.2B in regulatory assets

SEC adviser record

Registered since: 2014 (12 years)
Designations: None on file
Exams: Series 63, Series 65
Registered in: 3 states
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Charlotte’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 1 firmLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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