Angela Atkins Ambrose

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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

19 years in the industry.

1. Cetera Planning PartnersSep 2026 to now
2. Snorkel AiMay 2026 to now
3. Cetera Wealth Services, LLCSep 2025 to now
4. Avantax Advisory ServicesJul 2025 to now
5. Avantax Investment Services, Inc.Jul 2025 to now
6. Magellan HealthAug 2024 to now
7. Cetera Advisor Networks LLCAug 2023 to now
8. Cetera Investment Advisers LLCAug 2023 to now
9. Northstar Resource GroupFeb 2023 to now
10. Avantax Planning Partners, Inc.Jul 2025 to Sep 2026
11. Minnesota Life Insurance CoFeb 2023 to Aug 2023
12. Securian Financial Services IncFeb 2023 to Aug 2023
13. UnemployedSep 2022 to Feb 2023
14. Credit Union Investment ServicesJan 2019 to Aug 2022
15. Members Trust CompanyJan 2019 to Aug 2022
16. Secu Brokerage ServicesJan 2019 to Aug 2022
17. Secu Life Insurance CompanyJan 2019 to Aug 2022
18. State Employees' Credit UnionJan 2019 to Aug 2022
19. UnemployedNov 2018 to Jan 2019
20. Edward JonesJul 2018 to Nov 2018
21. Members Trust CompanySep 2017 to Jul 2018
22. Credit Union Investment ServicesMar 2017 to Jul 2018
23. Secu Brokerage ServicesAug 2016 to Jul 2018
24. Secu Life Insurance CompanyAug 2016 to Jul 2018
25. State Employees' Credit UnionApr 2007 to Jul 2018

Designations

• CFP® certification

Exams passed

• Series 63 · Uniform Securities Agent State Law2017

State registrations

Registered as an investment adviser representative in 1 state (NC).

Cetera Planning Partners

Legal name: The Retirement Planning Group, LLC

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

6700751

Firm CRD

129625