John Cliffton Massar
Investment adviser representative at Cetera Planning Partners
13 yearsExperience
2 statesRegistered 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
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Avantax Planning Partners, Inc.Nov 2022 to Sep 2026
- Avantax Advisory ServicesNov 2022 to Sep 2025
- Avantax Investment Services, IncNov 2022 to Sep 2025
- Pruco Securities, LLC.Feb 2022 to Nov 2022
- Prudential Insurance Company of AmericaFeb 2022 to Nov 2022
- TIAAJun 2018 to Feb 2022
- TIAA-CREF Individual & Institutional Services, LLCJun 2018 to Feb 2022
- UnemployedFeb 2018 to May 2018
- D.A. Davidson & CoNov 2013 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5862648
- Firm CRD
- 129625