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Financial ADVSR advisor directory · SEC adviser records

Cetera Planning Partners financial advisors in Urbandale, IA

Every SEC-registered investment adviser representative at a Cetera Planning Partners office in Urbandale, A to Z.

3 registered advisors work at Cetera Planning Partners in Urbandale, out of 309 at the firm nationwide; it ranks number 13 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Cetera Planning Partners advisors in Urbandale, A to Z

Every Cetera Planning Partners advisor →

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 5Evansville, IN 5Danville, CA 4El Segundo, CA 4Greensboro, NC 4Indianapolis, IN 4

Other firms in Urbandale

All Urbandale advisors →

Integrity Alliance, LLC. 103Foster Group, Inc. 58Independent Wealth Network, Inc. 13Integrity Advisory Solutions 8Pfs Investments Inc. 7Cetera Investment Advisers LLC 6Edward Jones 6LPL Financial LLC 6MML Investors Services, LLC 4Mokosak Advisory Group, LLC 4Wilon Wealth Management 4Ao Wealth Advisory 3

Questions

How many financial advisors does Cetera Planning Partners have in Urbandale?

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

Is Cetera Planning Partners one of the largest advisor employers in Urbandale?

Cetera Planning Partners ranks number 13 in Urbandale by registered advisors; Integrity Alliance, LLC. has the most, with 103.

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

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.