Vincent Tomas Ryan
Investment adviser representative at Cetera Planning Partners
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Casey Peterson, Ltd.Jan 2023 to now
- Cp Financial Services, LLPJan 2023 to now
- Freed Enterprises, Inc.Mar 2017 to now
- Clay Creek Ranch LLCJan 2016 to now
- Falco Properties LLCDec 2013 to now
- Avantax Planning Partners, Inc.Feb 2023 to Sep 2026
- Allen Capital GroupNov 2014 to Jan 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 5469290
- Firm CRD
- 129625