Jeffrey Osteen
Investment adviser representative at Cetera Planning Partners
19 yearsExperience
2 statesRegistered in
$4.2BFirm assets
22 yearsFirm in business
Are you Jeffrey Osteen? 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
19 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Avantax Advisory ServicesJan 2024 to Sep 2025
- Avantax Investment Services, Inc.Nov 2023 to Sep 2025
- Avantax Planning PartnersNov 2023 to Sep 2025
- CitigroupJun 2023 to Oct 2023
- Arkadios Wealth AdvisorsDec 2022 to Jun 2023
- Arkadios CapitalApr 2022 to Jun 2023
- UnemployedNov 2021 to Mar 2022
- Charles Schwab & Co., Inc.Sep 2007 to Oct 2021
- Charles Schwab BankSep 2007 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5410079
- Firm CRD
- 129625