Terra Jane Norton
Investment adviser representative at Cetera Planning Partners
23 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
23 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Avantax Insurance Agency And/or Avantax Insurance ServicesOct 2020 to now
- Above the Line, CpasJun 2003 to now
- Avantax Investment Services, Inc.Sep 2020 to Nov 2024
- Avantax Planning Partners, Inc.Jul 2020 to Sep 2026
- Proequities, IncJan 2004 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (WY).
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
- 4694385
- Firm CRD
- 129625