Marcia Marian Lewis
Investment adviser representative at Cetera Planning Partners
26 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
26 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Blue & Co, LLCJan 2010 to now
- Avantax Planning Partners, Inc.Jan 2017 to Sep 2026
- Cssc Brokerage Services, Inc.Mar 2007 to Nov 2016
- Cssc Investment Adviosry ServicesDec 2000 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 4333569
- Firm CRD
- 129625