David J King
Investment adviser representative at Cetera Planning Partners
19 yearsExperience
1 stateRegistered in
$4.2BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Advisors LLCMar 2025 to now
- Cetera Financial Specialists LLCMar 2025 to now
- Cetera Investment Services LLCMar 2025 to now
- Cetera Wealth Services, LLCMar 2025 to now
- Fixed Indexed AnnuityJan 2025 to now
- Avantax Insurance Agency, LLC.Feb 2024 to now
- Avantax Investment Services IncMar 2024 to Sep 2025
- Avantax Planning Partners IncFeb 2024 to Sep 2026
- Avantax Advisory ServicesFeb 2024 to Sep 2025
- Stratos Wealth Advisors, LLCJan 2020 to Feb 2024
- Purshe Kaplan Sterling InvestmentsSep 2014 to Jan 2018
- Gierl Augustine & Associates, LLC.Jul 2007 to Jun 2020
- Gierl Augustine Investment Management, IncJul 2007 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1433235
- Firm CRD
- 129625