Alan Emerson Keltner
Investment adviser representative at Cetera Planning Partners
40 yearsExperience
1 stateRegistered in
$4.2BFirm assets
22 yearsFirm in business
Are you Alan Emerson Keltner? 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
40 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Gosling Financial ServicesOct 1999 to now
- Honkamp Krueger Financial Services, Inc.Oct 1999 to now
- Grosling & Company, P.C.Jul 1986 to now
- Proequities, Inc.Jan 2000 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 4122363
- Firm CRD
- 129625