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Financial ADVSR advisor directory · SEC adviser records

Cetera Planning Partners financial advisors in Colorado

Every SEC-registered investment adviser representative at a Cetera Planning Partners office in Colorado, by city and A to Z.

4 registered advisors work at Cetera Planning Partners in Colorado, out of 283 nationwide; it's the firm's number 18 state by advisors, and the most are in Centennial (1). 1 list the CFP designation and 1 are also registered broker representatives.

Cetera Planning Partners advisors by city in Colorado

Every firm in Colorado →

Centennial 1Denver 1Erie 1Westminster 1

Cetera Planning Partners advisors in Colorado, A to Z

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Cetera Planning Partners advisors in every state →Cetera Planning Partners: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →

Cetera Planning Partners in other states

Iowa 43Kansas 32Louisiana 28California 19Texas 19Minnesota 17New Jersey 14Indiana 13Michigan 10Pennsylvania 10South Dakota 9Nebraska 7Illinois 6Florida 5Hawaii 5Kentucky 5New York 5Ohio 4Arkansas 3Georgia 3North Carolina 3North Dakota 3Utah 3

Questions

How many Cetera Planning Partners financial advisors are in Colorado?

4 investment adviser representatives are registered at Cetera Planning Partners offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 283 at the firm nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Where in Colorado does Cetera Planning Partners have the most advisors?

Centennial, with 1, then Denver (1). Cetera Planning Partners has advisors in 4 cities in Colorado.

How do I check a Cetera Planning Partners advisor in Colorado?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cetera Planning Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.