Joshua Gembala
Investment adviser representative at Cetera Planning Partners
13 yearsExperience
3 statesRegistered 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
13 years in the industry.
- Cetera Planning PartnersApr 2024 to now
- Creative Planning, Inc.Jun 2020 to Mar 2024
- Precision OfficialsJan 2019 to Jan 2020
- The University of KansasAug 2017 to May 2019
- Heritage Christian AcademyMar 2016 to Jul 2017
- Johnson County Community CollegeAug 2015 to May 2017
- Chick-fil-aJun 2013 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, 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
- 7268328
- Firm CRD
- 129625