Investment adviser representative · Cetera Planning Partners
Robert D. Buckley
CRD 4578611 · West Des Moines, IA
At a glance
Robert D. Buckley is an investment adviser representative with Cetera Planning Partners in West Des Moines, IA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 1999, about 26 years ago.
Current advisory firm
- Cetera Planning PartnersSince September 2026West Des Moines, IA · $4.2B in regulatory assets
SEC adviser record
- Registered since
- 1999 (26 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Robert’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
- 2 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.