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Financial ADVSR advisor directory · SEC adviser records

Cetera Planning Partners financial advisors in Utah

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

3 registered advisors work at Cetera Planning Partners in Utah, out of 309 nationwide; it's the firm's number 25 state by advisors, and the most are in Beaver (1). 0 list the CFP designation and 0 are also registered broker representatives.

Cetera Planning Partners advisors by city in Utah

Every firm in Utah →

Beaver 1Delta 1Salt Lake City 1

Cetera Planning Partners advisors in Utah, 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 47Kansas 37Louisiana 31California 22Texas 20Minnesota 18New Jersey 17Indiana 12Pennsylvania 10Illinois 9South Dakota 9Michigan 8Kentucky 7Nebraska 7New York 6Florida 5Tennessee 5Colorado 4North Carolina 4Ohio 4Arkansas 3Georgia 3Montana 3North Dakota 3Wisconsin 3

Questions

How many Cetera Planning Partners financial advisors are in Utah?

3 investment adviser representatives are registered at Cetera Planning Partners offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 309 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

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

Beaver, with 1, then Delta (1). Cetera Planning Partners has advisors in 3 cities in Utah.

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

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.