Joseph Daniel Webster
Investment adviser representative at Cetera Planning Partners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
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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 Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Bcor Administrative Services LLCJan 2024 to now
- Integrated Tax and Wealth StrategiesFeb 2023 to now
- Davis & Associates Cpa FirmApr 2021 to now
- Avantax Planning Partners, Inc.Jan 2024 to Sep 2026
- Avantax Advisory ServicesSep 2021 to Sep 2025
- Avantax Investment Services Inc.Sep 2021 to Sep 2025
- Avantax Insurance Agency, LLCMay 2021 to Sep 2025
- The Texas Financial GroupJun 2020 to Aug 2020
- StarbucksApr 2016 to Apr 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7255486
- Firm CRD
- 129625