Neal Robinson
Investment adviser representative at Cetera Planning Partners
12 yearsExperience
2 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
12 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 PartnersNov 2021 to Sep 2026
- Avantax Advisory ServicesNov 2021 to Sep 2025
- Avantax Insurance AgencyNov 2021 to Sep 2025
- Avantax Investment Services, Inc.Nov 2021 to Sep 2025
- Northwestern Mutual Investment Services LLCAug 2021 to Nov 2021
- Baker Tilly Search & StaffingApr 2021 to Nov 2021
- Northwestern Mutual Life Insurance CompanyApr 2021 to Nov 2021
- UnemployedDec 2020 to Mar 2021
- J.P. Morgan Chase Bank, N.A.Sep 2020 to Nov 2020
- J.P. Morgan Securities, LLCSep 2020 to Nov 2020
- Prudential Insurance Company of AmericaFeb 2018 to Sep 2020
- Pruco Securities LLCJan 2018 to Sep 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2017 to Jan 2018
- Edward JonesJan 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (IA, MN).
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
- 6285461
- Firm CRD
- 129625