Jeffrey Steinberg
Investment adviser representative at Cetera Planning Partners
35 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$4.2BFirm assets
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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
35 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Cetera Investment Advisers LLCJul 2025 to now
- AttorneyJan 1991 to now
- Avantax Planning Partners, Inc.Jun 2022 to Sep 2026
- Avantax Advisory ServicesOct 2019 to Sep 2025
- Avantax Investment Services, Inc.Oct 2019 to Sep 2025
- Avantax Insurance Agency And/or Avantax Insurance ServicesApr 2003 to Sep 2025
- Avantax Insurance Services, Inc.Apr 2003 to Sep 2025
- 1st Global Advisors, Inc.Apr 2003 to Oct 2019
- 1st Global Capital CorpApr 2003 to Oct 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 2610793
- Firm CRD
- 129625