Kelly E Adams
Investment adviser representative at Cetera Planning Partners
25 yearsExperience
2 statesRegistered 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
25 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Avantax Insurance Agency, IncOct 2023 to Sep 2025
- Avantax Advisory ServicesMar 2021 to Sep 2025
- Avantax Planning PartnersJan 2021 to Sep 2026
- Avantax Investment Services, Inc.Sep 2020 to Sep 2025
- Proequities IncMar 2017 to Sep 2020
- Honkamp Krueger Financial Services IncNov 2016 to Jul 2020
- Green Street Capital LLCJun 2015 to Nov 2016
- Cssc Brokerage Services, Inc.Mar 2007 to Dec 2016
- Cssc Investment Advisory ServicesJul 2001 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
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
- 4372012
- Firm CRD
- 129625