Jennifer A Richards
Investment adviser representative at Cetera Planning Partners
22 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
22 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Genworth Financial - RenewalsNov 2004 to now
- Avantax Advisory ServicesFeb 2024 to Sep 2025
- Avantax Planning Partners, Inc.Jan 2023 to Sep 2026
- Avantax Invesment Services, Inc.Jan 2016 to Sep 2025
- John W. Rood, CpaJan 2016 to Nov 2022
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
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
- 5219589
- Firm CRD
- 129625