Timothy Augustine
Investment adviser representative at Cetera Planning Partners
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4.2BFirm assets
Are you Timothy Augustine? 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
22 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Wealth Services, LLCJul 2024 to now
- Gierl Augustine & Associates, LLCFeb 2005 to now
- Avantax Insurance Agency And/or Avantax Insurance Services.Mar 2024 to Sep 2025
- 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 Sep 2017
- Gierl Augustine Investment Management, IncFeb 2007 to Jun 2020
- Independent Insurance SalesJan 2005 to Jun 2020
- Augustine, Gierl & AugustineJun 2004 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1998
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
- 2373135
- Firm CRD
- 129625