Alexander Chan
Investment adviser representative at Cetera Planning Partners
20 yearsExperience
1 stateRegistered in
$4.2BFirm assets
22 yearsFirm in business
Are you Alexander Chan? Claim your profile
Contact this firm
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.
- Cetera Planning PartnersSep 2026 to now
- Cetera Advisors LLCAug 2023 to now
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- Avantax Planning PartnersApr 2024 to Sep 2026
- Avantax Advisory ServicesApr 2024 to Sep 2025
- Avantax Investment ServicesApr 2024 to Sep 2025
- H-beckAug 2012 to Dec 2018
- Cri Securities, LLCJun 2007 to Oct 2021
- Minnesota Life Insurance CompanyApr 2006 to Aug 2023
- Securian Financial Services, Inc.Apr 2006 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5129367
- Firm CRD
- 129625