Gary Earl Augustine
Investment adviser representative at Cetera Planning Partners
36 yearsExperience
2 statesRegistered 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
36 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Avantax Planning Partners, Inc.Feb 2024 to Sep 2026
- Avantax Investment ServicesFeb 2024 to Sep 2025
- Stratos Wealth Advisors, LLCJan 2020 to Feb 2024
- Purshe Kaplan Sterling InvestmentsSep 2014 to Nov 2017
- Gierl Augustine Investment Management, IncFeb 2007 to Jun 2020
- Gierl Augustine & Associates LLCFeb 2005 to Jun 2020
- Augustine, Gierl & AugustineJun 2004 to Jun 2020
- Independent Insurance AgentJan 1990 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
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
- 1979841
- Firm CRD
- 129625