Kael Stoaks
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 PartnersJul 2020 to now
- Bank of America, N.A.Nov 2017 to Jul 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to Jul 2020
- StarbucksMar 2017 to Jun 2017
- IntellifarmsJun 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CO, KS).
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
- 6823192
- Firm CRD
- 129625