Daniel Jacob Konen
Investment adviser representative at Cetera Planning Partners
32 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
32 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Junkermier Clark Campanella Stevens PcNov 2024 to now
- Avantax Advisory ServicesOct 2019 to Sep 2025
- Avantax Investment Services, Inc.Oct 2019 to Sep 2025
- Avantax Insurance Services, Inc.Jul 2011 to Sep 2025
- Junkermier Clark Campanella Stevens PcJul 2006 to Oct 2024
- 1st Global Advisors, IncNov 2000 to Oct 2019
- 1st Global Capital CorpNov 1999 to Oct 2019
- Konen AngusJun 1994 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (MT).
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
- 4065666
- Firm CRD
- 129625