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Financial ADVSR advisor directory · SEC adviser records

Cetera Planning Partners financial advisors in Louisville, KY

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

The short answer

4 registered advisors work at Cetera Planning Partners in Louisville, out of 283 at the firm nationwide; it ranks number 51 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Cetera Planning Partners advisors in Louisville, 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 30Lafayette, LA 20Dubuque, IA 17Rapid City, SD 7Seven Fields, PA 7Indianapolis, IN 6Parsippany, NJ 6Algona, IA 5Houston, TX 5Dallas, TX 4Evansville, IN 4Honolulu, HI 4Morgan City, LA 4Pella, IA 4Cranford, NJ 3

Other firms in Louisville

All Louisville advisors →

Robert W. Baird & Co. Incorporated 144Morgan Stanley 82Ameriprise Financial Services, LLC 56Raymond James & Associates, Inc. 53Cerity Partners LLC 52LPL Financial LLC 41Merrill Lynch, Pierce, Fenner & Smith Incorporated 40Edward Jones 33UBS Financial Services Inc. 33J.P. Morgan Securities LLC 29State Farm Investment Management Corp. 28Stifel, Nicolaus & Company, Incorporated 25

Questions

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

4 investment adviser representatives are registered at Cetera Planning Partners offices in Louisville, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 283 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 Louisville?

Cetera Planning Partners ranks number 51 in Louisville by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 144.

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

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.