Jill Kaz
Investment adviser representative at Cetera Planning Partners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
Are you Jill Kaz? 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
10 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Hemington Wealth ManagementMar 2022 to now
- Avantax Planning PartnersDec 2024 to Sep 2026
- Avantax Investment ServicesOct 2022 to Sep 2025
- Strategic Wealth PartnersJan 2018 to Mar 2022
- Isto Advisors, LLCSep 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5770185
- Firm CRD
- 129625