Jakob Martin Benelli
Investment adviser representative at Cetera Planning Partners
12 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
12 years in the industry.
- Cetera Advisors LLCJul 2026 to now
- Cetera Financial Specialists LLCJul 2026 to now
- Cetera Investment Services LLCJul 2026 to now
- Cetera Wealth Services, LLCJul 2026 to now
- Cetera Planning PartnersApr 2025 to now
- The Retirement Planning GroupSep 2024 to Jul 2026
- American Century Investment Services, Inc.Jun 2023 to Aug 2024
- Genesis Health ClubsJun 2021 to Jun 2023
- Krispy KremeJun 2019 to Aug 2019
- Kansas State UniversityAug 2018 to May 2023
- Office MaxJun 2017 to Nov 2017
- Olathe East High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
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
- 7709833
- Firm CRD
- 129625