Robert Wayne Carey
Investment adviser representative at Cetera Planning Partners
24 yearsExperience
1 stateRegistered 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
24 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Wealth Services, LLCNov 2025 to now
- Carey & Hanna Tax & Wealth PlannersOct 2025 to now
- Snarpezel.com, IncDec 2014 to now
- Carey & Hanna CpasJul 2002 to now
- Avantax Planning Partners, Inc.Apr 2026 to Sep 2026
- Avantax Advisory ServicesAug 2006 to Aug 2022
- Avantax Insurance Agency, LLCNov 2005 to Aug 2022
- Avantax Investment Services, Inc.Dec 2003 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 3085944
- Firm CRD
- 129625