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Russell Louis Brown

Investment adviser representative at Cetera Planning Partners
11 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

11 years in the industry.

  1. Cetera Planning PartnersSep 2026 to now
  2. Cetera Investment Advisers LLCSep 2025 to now
  3. Cetera Wealth Services, LLCSep 2025 to now
  4. Dwight Andrus InsuranceMar 2018 to now
  5. Avantax Advisory ServicesJun 2022 to Sep 2025
  6. Avantax Insurance ServicesJun 2022 to Sep 2025
  7. Avantax Investment Services Inc.Jun 2022 to Sep 2025
  8. UnemployedJun 2017 to Feb 2018
  9. Louisiana State UniversityAug 2015 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

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

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
7541471
Firm CRD
129625
Advisor's SEC record (opens in a new tab)
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