Reed Hersma
Investment adviser representative at Cetera Planning Partners
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Cetera Planning PartnersDec 2021 to now
- Ryan TransportationAug 2021 to Dec 2021
- Lawrence Public SchoolsJan 2021 to May 2021
- University of Kansas School of BusinessAug 2020 to May 2021
- Terra Nova Lawn Care LLCMay 2020 to Jul 2020
- Shawn & Sons Artisan Pub and CoffeehouseAug 2019 to Jan 2020
- Young Life Adventures: NorthboundJul 2019 to Aug 2019
- Young Life Adventures: NorthboundJun 2019 to Jun 2019
- Young Life Camping: MichindohJun 2019 to Jun 2019
- The University of KansasAug 2017 to May 2021
- The University of Kansas Student HousingAug 2017 to May 2018
- Little Pops PizzeriaSep 2015 to Jul 2017
- Naperville Central High SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7518228
- Firm CRD
- 129625