Zachary Sell
Investment adviser representative at Cetera Planning Partners
10 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
10 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Beadling Scs SoccerAug 2024 to now
- Avantax Insurance Agency And/or Avantax Insurance Services.May 2024 to Sep 2025
- Avantax Investment Services, Inc.Feb 2024 to Sep 2025
- Stratos Wealth Advisors, LLCAug 2021 to Feb 2024
- Avantax Planning Partners, Inc.Feb 2021 to Sep 2026
- Morgan Stanley Smith Barney LLCAug 2018 to Aug 2021
- UnemployedMar 2018 to Aug 2018
- Scottrade, Inc.Jul 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6380093
- Firm CRD
- 129625