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Robert Randolph O'blennis

Investment adviser representative at Cetera Planning Partners
20 yearsExperience
3 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

20 years in the industry.

  1. Cetera Planning PartnersJan 2006 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 3 states (KS, MO, 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
4935281
Firm CRD
129625
Advisor's SEC record (opens in a new tab)
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