Adviser and broker representative · Cetera Planning Partners
Kathleen C. Kovar
CRD 4666755 · Danville, CA
At a glance
Kathleen C. Kovar is an investment adviser representative with Cetera Planning Partners in Danville, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kathleen’s SEC record dates to 2003, about 22 years ago. Kathleen is also registered as a broker representative. Designations on file: Personal Financial Specialist.
Current advisory firm
- Cetera Planning PartnersSince September 2026Danville, CA · $4.2B in regulatory assets
SEC adviser record
- Registered since
- 2003 (22 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Kathleen’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
- 4 firmsLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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 and FINRA BrokerCheck.