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Michael Todd Odom

Investment adviser representative at Cetera Planning Partners
36 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

36 years in the industry.

  1. Cetera Planning PartnersSep 2026 to now
  2. Fouts and Morgan, Certified Public Accountants, P.C.Nov 1990 to now
  3. Avantax Planning PartnersJul 2023 to Sep 2026

Designations

  • PFS

Exams passed

No exams in this record.

State registrations

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

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
7775856
Firm CRD
129625
Advisor's SEC record (opens in a new tab)
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