Michelle C Square
Investment adviser representative at Cetera Planning Partners
16 yearsExperience
1 stateRegistered in
$4.2BFirm assets
22 yearsFirm in business
Are you Michelle C Square? 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
16 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Advisors LLCAug 2024 to now
- Cetera Financial Specialists LLCAug 2024 to now
- Cetera Investment Services LLCAug 2024 to now
- Cetera Wealth Services, LLCAug 2024 to now
- Avantax Planning Partners, Inc.Oct 2024 to Sep 2026
- Avantax Advisory ServicesSep 2022 to Sep 2025
- Avantax Investment ServicesSep 2022 to Sep 2025
- Equitable Advisors, LLCSep 2010 to Sep 2022
- AXA Advisors, LLCSep 2010 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 2823301
- Firm CRD
- 129625