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Colin Russell Watters

Investment adviser representative at Cetera Planning Partners
11 yearsExperience
3 statesRegistered 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

11 years in the industry.

  1. Cetera Planning PartnersJul 2024 to now
  2. The Retirement Planning GrouopJul 2024 to now
  3. Watters Financial Services, LLCApr 2015 to Jul 2024

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013

State registrations

Registered as an investment adviser representative in 3 states (KS, NJ, 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
6153524
Firm CRD
129625
Advisor's SEC record (opens in a new tab)
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