Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Cetera Planning Partners financial advisors in Kentucky

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

The short answer

5 registered advisors work at Cetera Planning Partners in Kentucky, out of 283 nationwide; it's the firm's number 16 state by advisors, and the most are in Louisville (4). 0 list the CFP designation and 2 are also registered broker representatives.

Cetera Planning Partners advisors by city in Kentucky

Every firm in Kentucky →

Louisville 4Somerset 1

Cetera Planning Partners advisors in Kentucky, A to Z

Search by name →

Cetera Planning Partners in other states

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

Questions

How many Cetera Planning Partners financial advisors are in Kentucky?

5 investment adviser representatives are registered at Cetera Planning Partners offices in Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 283 at the firm nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

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

Louisville, with 4, then Somerset (1). Cetera Planning Partners has advisors in 2 cities in Kentucky.

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

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.