James Ray Gardner
Investment adviser representative at Cetera Planning Partners
27 yearsExperience
1 stateRegistered in
PFSDesignation
$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
27 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Casey Peterson Ltd.Jan 2023 to now
- Falco Properties, LLCDec 2013 to now
- Avantax Planning Partners, IncFeb 2024 to Sep 2026
- Gardner, Loutzenhiser & Ryan, PcJan 2016 to Dec 2022
- Allen Capital Group, LLCNov 2014 to Dec 2023
- Falco Ii, LLCFeb 1999 to Jun 2019
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 4550252
- Firm CRD
- 129625