Patrick Owens
Investment adviser representative at Cetera Planning Partners
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Avantax Planning PartnersJan 2025 to Sep 2026
- Avantax Insurance Agency And/or Avantax Insurance Services.Jan 2025 to Sep 2025
- Avantax Investment Services, Inc.Jan 2025 to Sep 2025
- UnemployedSep 2024 to Jan 2025
- Cuso Financial Services, LPMar 2023 to Sep 2024
- Iowa State BankMar 2023 to Sep 2024
- Dv FinancialAug 2020 to Mar 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2020
- Wells Fargo Advisors LLCMay 2014 to Nov 2016
- Wells Fargo Bank NANov 2010 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 6336951
- Firm CRD
- 129625