Mitchell Pregler
Investment adviser representative at Cetera Planning Partners
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
14 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Avantax Advisory ServicesJun 2025 to Sep 2025
- Avantax Investment Services, Inc.Apr 2025 to Sep 2025
- Avantax Planning PartnersJul 2023 to Sep 2025
- University of Northern IowaJan 2023 to May 2023
- Collins AerospaceMay 2022 to Aug 2022
- Cottingham & ButlerMay 2021 to Aug 2021
- Hoyne Power EquipmentJun 2020 to Aug 2020
- Mark Gudenkauf ConstructionJun 2019 to Aug 2019
- Cedar Cross Overhead DoorJun 2012 to Jan 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7779944
- Firm CRD
- 129625