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Cetera Planning Partners financial advisors in Evansville, IN
Every SEC-registered investment adviser representative at a Cetera Planning Partners office in Evansville, A to Z.
4 registered advisors work at Cetera Planning Partners in Evansville, out of 309 at the firm nationwide; it ranks number 14 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.
Cetera Planning Partners advisors in Evansville, A to Z
Every Cetera Planning Partners advisor →- Lacy N. BenderPersonal Financial Specialist
- Nicole A. BorenAlso a broker rep
- Matthew E. FolzInvestment adviser rep
- Kyle S. WiningerPersonal Financial Specialist
Cetera Planning Partners advisors in every city and state →Cetera Planning Partners: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →
Cetera Planning Partners advisors in other cities
Leawood, KS 35Dubuque, IA 20Lafayette, LA 20Rapid City, SD 7Seven Fields, PA 7Dallas, TX 6Houston, TX 6Parsippany, NJ 6Algona, IA 5Cranford, NJ 5Danville, CA 4El Segundo, CA 4Greensboro, NC 4Indianapolis, IN 4Louisville, KY 4
Other firms in Evansville
All Evansville advisors →Robert W. Baird & Co. Incorporated 37Donaldson Capital Management LLC 30Merrill Lynch, Pierce, Fenner & Smith Incorporated 26Ameriprise Financial Services, LLC 18Edward Jones 18Wells Fargo Advisors Financial Network, LLC 14LPL Financial LLC 13Fifth Third Securities, Inc. 10Raymond James & Associates, Inc. 9Osaic Wealth, Inc. 6Morgan Stanley 5Pettinga Financial Advisors, LLC 5
Questions
How many financial advisors does Cetera Planning Partners have in Evansville?
4 investment adviser representatives are registered at Cetera Planning Partners offices in Evansville, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 309 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.
Is Cetera Planning Partners one of the largest advisor employers in Evansville?
Cetera Planning Partners ranks number 14 in Evansville by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 37.
How do I check a Cetera Planning Partners advisor in Evansville?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.