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 Roseville, MN

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

The short answer

3 registered advisors work at Cetera Planning Partners in Roseville, out of 283 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Cetera Planning Partners advisors in Roseville, A to Z

Every Cetera Planning Partners advisor →

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 4Louisville, KY 4Morgan City, LA 4Pella, IA 4

Other firms in Roseville

All Roseville advisors →

LPL Financial LLC 9Edward Jones 7Summit Investment Advisory Services 7Ameriprise Financial Services, LLC 6Osaic Wealth, Inc. 4Cetera Investment Advisers LLC 3Transamerica Financial Advisors, LLC 3Wells Fargo Clearing Services, LLC 3

Questions

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

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

Cetera Planning Partners ranks number 7 in Roseville by registered advisors; LPL Financial LLC has the most, with 9.

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

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.