Nicole Ary Boren
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 Wealth Services, LLCSep 2025 to now
- Always Leopard, LLCOct 2024 to now
- Avantax Investment Services, Inc.Sep 2020 to Sep 2025
- Avantax Planning Partners, Inc.May 2019 to Sep 2026
- Proequities, Inc.May 2019 to Sep 2020
- Jjb Hilliard Wl Lyons LLCAug 2013 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 6240798
- Firm CRD
- 129625