Adviser and broker representative · Cetera Planning Partners

Neal Robinson

CRD 6285461 · Dubuque, IA

At a glance

Neal Robinson is an investment adviser representative with Cetera Planning Partners in Dubuque, IA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Neal’s SEC record dates to 2014, about 12 years ago. Neal is also registered as a broker representative. Designations on file: Certified Financial Planner.

Current advisory firm

Cetera Planning PartnersSince September 2026Dubuque, IA · $4.2B in regulatory assets

SEC adviser record

Registered since: 2014 (12 years)
Designations: Certified Financial Planner
Exams: Series 66
Registered in: 2 states
Also a broker representative: Yes
Disclosures on record: Yes, see the SEC record

AtlasMembers

Neal’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: 9 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

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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 and FINRA BrokerCheck.

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