Eric Jon Sowatsky
Investment adviser representative at Cetera Planning Partners
22 yearsExperience
1 stateRegistered in
PFSDesignation
$4.2BFirm assets
Are you Eric Jon Sowatsky? Claim your profile
Contact this firm
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
22 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Affiliated Medical Billing LLCJan 2021 to now
- Yeo & Yeo Consulting, LLCJan 2021 to now
- Yeo & Yeo Properties LLCJan 2021 to now
- Yeo & Yeo Wealth Management LLCJan 2021 to now
- Yeo & Yeo, P.C.May 2004 to now
- Avantax Planning Partners, Inc.Aug 2023 to Sep 2026
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7786130
- Firm CRD
- 129625