Kevin Ray Eggebraaten
Investment adviser representative at Cetera Planning Partners
33 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
33 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Cp FinancialsJan 2001 to now
- Casey Peterson, Ltd dba Casey Peterson Cpas & Financial AdvisorsJan 1993 to now
- Avantax Investment Services, Inc.Sep 2020 to Sep 2025
- Avantax Planning Partners, Inc.Jan 2001 to Sep 2026
- ProequitiesJan 2001 to Sep 2020
- Casey Peterson & AssociatesJan 1993 to Jul 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (SD).
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
- 4352928
- Firm CRD
- 129625