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Cetera Planning Partners financial advisors in Indiana
Every SEC-registered investment adviser representative at a Cetera Planning Partners office in Indiana, by city and A to Z.
13 registered advisors work at Cetera Planning Partners in Indiana, out of 283 nationwide; it's the firm's number 8 state by advisors, and the most are in Indianapolis (6). 3 list the CFP designation and 8 are also registered broker representatives.
Cetera Planning Partners advisors by city in Indiana
Every firm in Indiana →Cetera Planning Partners advisors in Indiana, A to Z
Search by name →- Lacy N. BenderEvansville · Personal Financial Specialist
- Shawn P. BerthelotIndianapolis
- Hilary BogardIndianapolis
- Nicole A. BorenEvansville
- Terry B. BrownIndianapolis
- Matthew E. FolzEvansville
- Gavin I. GilpinIndianapolis
- Nicholas KilburgValparaiso · Certified Financial Planner
- Daniel D. MaloneyFishers
- Mark J. MatkovicIndianapolis · Certified Financial Planner
- Jeffrey L. WatsonIndianapolis · Certified Financial Planner
- Kyle S. WiningerEvansville · Personal Financial Specialist
- Michael R. ZiemboFort Wayne
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Cetera Planning Partners in other states
Iowa 43Kansas 32Louisiana 28California 19Texas 19Minnesota 17New Jersey 14Michigan 10Pennsylvania 10South Dakota 9Nebraska 7Illinois 6Florida 5Hawaii 5Kentucky 5New York 5Colorado 4Ohio 4Arkansas 3Georgia 3North Carolina 3North Dakota 3Utah 3
Questions
How many Cetera Planning Partners financial advisors are in Indiana?
13 investment adviser representatives are registered at Cetera Planning Partners offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 283 at the firm nationwide. 3 list the CFP designation and 8 are also registered as broker representatives.
Where in Indiana does Cetera Planning Partners have the most advisors?
Indianapolis, with 6, then Evansville (4). Cetera Planning Partners has advisors in 5 cities in Indiana.
How do I check a Cetera Planning Partners advisor in Indiana?
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.