Ronald Kudlacek
Investment adviser representative at Cetera Planning Partners
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
16 years in the industry.
- Cetera Planning PartnersDec 2025 to now
- Plains Wealth ManagementJan 2024 to Dec 2025
- Core + Financial Strategies, LLCSep 2023 to Dec 2025
- Plains State BankSep 2023 to Dec 2025
- Raymond James Financial Services Advisors, Inc.Aug 2023 to Dec 2025
- Avanatx Advisory ServicesOct 2018 to Aug 2023
- Avanatx Investment Services, Inc.Oct 2018 to Aug 2023
- Core + Tax Strategies, LLCSep 2017 to Dec 2025
- Summit Brokerage Services, Inc.Sep 2016 to Oct 2018
- Summit Financial Group IncSep 2016 to Oct 2018
- Smartshine, LLCMar 2012 to Oct 2021
- Vsr Financial Services, IncDec 2010 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (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
- 4738374
- Firm CRD
- 129625