Travis Mitchell
Investment adviser representative at Cetera Planning Partners
11 yearsExperience
1 stateRegistered in
$4.2BFirm assets
22 yearsFirm in business
Are you Travis Mitchell? Claim your profile
Contact this firm
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
11 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Investment Advisers LLCMar 2023 to now
- Cetera Advisors LLCNov 2015 to now
- Cetera Financial Specialists LLCNov 2015 to now
- Cetera Investment Services LLCNov 2015 to now
- Cetera Wealth Services, LLCNov 2015 to now
- Summit Brokerage Services, Inc.Nov 2015 to now
- Avantax Planning Partners, IncAug 2024 to Sep 2026
- Avantax Advisory ServicesAug 2024 to Sep 2025
- Avantax Investment ServicesAug 2024 to Sep 2025
- First Allied Securities, Inc.Nov 2015 to Sep 2022
- Girard Securities, Inc.Nov 2015 to Nov 2017
- Legend Equities CorporationNov 2015 to Dec 2016
- Investors Capital Corp.Nov 2015 to Nov 2016
- Vsr Financial Services, Inc.Nov 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 2190216
- Firm CRD
- 129625