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CETERA PLANNING PARTNERS

LEAWOOD, KS · CRD 129625 · IAPD ↗ · 913-498-8898

$4.16BRegulatory AUM
33Advisory reps
78Employees
0Clients
More than 500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
August 2026 — CETERA PLANNING PARTNERS notice-filed in NM, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
August 2026 — THE RETIREMENT PLANNING GROUP, LLC is now doing business as CETERA PLANNING PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
51
June 2026 — THE RETIREMENT PLANNING GROUP, LLC notice-filed in AK, ME, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
May 2026 — THE RETIREMENT PLANNING GROUP, LLC notice-filed in AL, DC, DE, MS, MT, ND, NH, VT, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2026 — THE RETIREMENT PLANNING GROUP, LLC grew from 28 to 33 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
March 2026 — THE RETIREMENT PLANNING GROUP, LLC notice-filed in MN, PA, SD, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2026 — THE RETIREMENT PLANNING GROUP, LLC added office(s): 11 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2025 — THE RETIREMENT PLANNING GROUP, LLC added office(s): 9 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
December 2025 — THE RETIREMENT PLANNING GROUP, LLC reported RAUM up 33% ($3.02B -> $4.01B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
August 2025 — THE RETIREMENT PLANNING GROUP, LLC added office(s): 7 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
April 2025 — THE RETIREMENT PLANNING GROUP, LLC notice-filed in MD, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — THE RETIREMENT PLANNING GROUP, LLC added office(s): 4 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
79
April 2025 — THE RETIREMENT PLANNING GROUP, LLC grew from 19 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
September 2024 — THE RETIREMENT PLANNING GROUP, LLC notice-filed in CT, ID, MA, NV, UT, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
August 2024 — THE RETIREMENT PLANNING GROUP, LLC notice-filed in NJ, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2024 — THE RETIREMENT PLANNING GROUP, LLC notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
May 2024 — THE RETIREMENT PLANNING GROUP, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — THE RETIREMENT PLANNING GROUP, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.