Meryl Linda Futey
Investment adviser representative at Cetera Planning Partners
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
15 years in the industry.
- &partnersOct 2026 to now
- Cetera Planning PartnersSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to Oct 2026
- Cetera Wealth Services, LLCSep 2025 to Oct 2026
- Avantax Planning Partners, Inc.Aug 2021 to Sep 2026
- Avantax Advisory ServicesOct 2019 to Sep 2025
- Avantax Investment Services, Inc.Oct 2019 to Sep 2025
- Headquarters Advisory Group, LLCOct 2015 to Sep 2021
- 1st Global Advisors, Inc.Aug 2011 to Oct 2019
- 1st Global Capital Corp.Aug 2011 to Oct 2019
- Avantax Insurance Services, Inc.Mar 2011 to Sep 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 5867164
- Firm CRD
- 129625