Christopher Kadowaki
Investment adviser representative at Cetera Planning Partners
10 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$4.2BFirm assets
Are you Christopher Kadowaki? Claim your profile
Contact this firm
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
10 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Avantax Planning Partners, Inc.Oct 2023 to Sep 2026
- Avantax Advisory ServicesOct 2023 to Sep 2025
- Avantax Investment ServicesSep 2023 to Sep 2025
- Facet Wealth, Inc.May 2022 to Sep 2023
- Dority and AssociatesMar 2021 to May 2022
- Narrow Path Financial Inc.Mar 2021 to May 2022
- Dougherty & Associates, LLCNov 2018 to Feb 2021
- Wrathell, Hunt, and AssociatesJan 2017 to Nov 2018
- Measured Wealth Private Client Group, LLCAug 2016 to Jan 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6367668
- Firm CRD
- 129625