Emily Christin Millsap
Investment adviser representative at Cetera Planning Partners
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
15 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- University of EvansvilleJul 2024 to now
- Avantax Advisory ServicesDec 2022 to now
- Avantax Investment Services, IncDec 2022 to now
- Avantax Planning Partners, Inc.Dec 2022 to Sep 2026
- Harding Shymanski and CoSep 2022 to Dec 2022
- NoneAug 2022 to Sep 2022
- Facet WealthFeb 2020 to Jul 2022
- R W BairdOct 2019 to Feb 2020
- Jjb Hilliard Wl Lyons LLCJun 2018 to Oct 2019
- J.j.b.hilliard W L LyonsSep 2017 to Jun 2018
- Hilliard LyonsMay 2011 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 4177803
- Firm CRD
- 129625