Chad Daniel Klyn
Investment adviser representative at Cetera Planning Partners
18 yearsExperience
1 stateRegistered in
PFSDesignation
$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
18 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- S&u Real Estate LLCJan 2022 to now
- Schuring & Uitermarkt Financial Services, Ltd. dba Welgaard FinaJan 2022 to now
- Schuring & Uitermarkt, Pc dba Welgaard Cpas and AdvisorsJun 2008 to now
- Avantax Planning Partners, IncDec 2023 to Sep 2026
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 7773351
- Firm CRD
- 129625