Adviser and broker representative · Cetera Planning Partners
Seth F. Atwell
CRD 4090465 · Somerset, KY
At a glance
Seth F. Atwell is an investment adviser representative with Cetera Planning Partners in Somerset, KY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Seth’s SEC record dates to 2006, about 20 years ago. Seth is also registered as a broker representative. Designations on file: Personal Financial Specialist.
Current advisory firm
- Cetera Planning PartnersSince September 2026Somerset, KY · $4.2B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Seth’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
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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.