Financial ADVSR advisor directory · SEC adviser records
Cetera Planning Partners financial advisors in Iowa
Every SEC-registered investment adviser representative at a Cetera Planning Partners office in Iowa, by city and A to Z.
43 registered advisors work at Cetera Planning Partners in Iowa, out of 283 nationwide; it's the firm's number 1 state by advisors, and the most are in Dubuque (17). 11 list the CFP designation and 20 are also registered broker representatives.
Cetera Planning Partners advisors by city in Iowa
Every firm in Iowa →Dubuque 17Algona 5Pella 4Urbandale 3Des Moines 2Okoboji 2West Des Moines 2Ankeny 1Cedar Rapids 1Centerville 1Granger 1Humboldt 1Laurens 1Peosta 1Spencer 1
Cetera Planning Partners advisors in Iowa, A to Z
Search by name →- Wendy S. AlbersPella · Personal Financial Specialist
- Todd AsperUrbandale · Personal Financial Specialist
- Christopher H. BakerDubuque · Certified Financial Planner
- Nicholas J. BishopDubuque · Certified Financial Planner
- Robert D. BuckleyWest Des Moines
- Matthew CashDubuque · Certified Financial Planner
- Francis E. DardisDubuque
- Michael J. DarrGranger · Personal Financial Specialist
- Will DaviesDubuque
- Lance DielemanUrbandale · Personal Financial Specialist
- Kelly L. EdmondsDubuque
- Angela M. EnnenAlgona
- Michael J. GasperiDes Moines
- Laura M. GillenDubuque · Certified Financial Planner
- Aaron R. GretemanAlgona
- Ivan P. GruhlDubuque · Chartered Financial Analyst
- Taylor F. HerbstDubuque · Certified Financial Planner
- Jerry L. KirkpatrickCenterville
- Chad D. KlynPella · Personal Financial Specialist
- Jeffrey G. KnappAlgona
- Nicholas R. KruseDubuque · Certified Financial Planner
- Alan KutschLaurens
- Amanda L. LaneCedar Rapids
- Thad A. LichterAlgona
- Kevin P. MarsoHumboldt
- Robert M. McCoyAnkeny
- Patrick OwensDes Moines
- David R. PeirceWest Des Moines
- Jennifer E. PenningAlgona
- Mitchell PreglerDubuque · Certified Financial Planner
- Ebony L. RaheSpencer
- Adam J. RangDubuque · Certified Financial Planner
- Neal RobinsonDubuque · Certified Financial Planner
- Jacob L. RosalezPeosta
- Austin SchaulDubuque · Chartered Financial Analyst
- Michael D. SchlitterOkoboji
- Wendy L. SimsPella · Personal Financial Specialist
- Brook A. SkramUrbandale · Personal Financial Specialist
- Brian L. SohnOkoboji · Certified Financial Planner
- Kyle J. SperfslageDubuque
- Trevor ThomasDubuque · Certified Financial Planner
- Michael D. VermeerPella
- Julie WilsonDubuque
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Cetera Planning Partners in other states
Kansas 32Louisiana 28California 19Texas 19Minnesota 17New Jersey 14Indiana 13Michigan 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 Iowa?
43 investment adviser representatives are registered at Cetera Planning Partners offices in Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 283 at the firm nationwide. 11 list the CFP designation and 20 are also registered as broker representatives.
Where in Iowa does Cetera Planning Partners have the most advisors?
Dubuque, with 17, then Algona (5). Cetera Planning Partners has advisors in 15 cities in Iowa.
How do I check a Cetera Planning Partners advisor in Iowa?
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.