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Financial ADVSR advisor directory · SEC adviser records

Cetera Planning Partners financial advisors in Omaha, NE

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

3 registered advisors work at Cetera Planning Partners in Omaha, out of 309 at the firm nationwide; it ranks number 76 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Cetera Planning Partners advisors in Omaha, 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 Omaha

All Omaha advisors →

Cwm, LLC 265Charles Schwab & Co., Inc. 224Orion Portfolio Solutions, LLC 169Cetera Investment Advisers LLC 104Mutual Of Omaha Investor Services, Inc. 57Ameriprise Financial Services, LLC 55Morgan Stanley 55Osaic Wealth, Inc. 55LPL Financial LLC 47Sequent Planning, LLC 46Avior Wealth Management, LLC 44Wells Fargo Clearing Services, LLC 40

Questions

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

3 investment adviser representatives are registered at Cetera Planning Partners offices in Omaha, Nebraska, 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 Omaha?

Cetera Planning Partners ranks number 76 in Omaha by registered advisors; Cwm, LLC has the most, with 265.

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

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.