Nicholas Kilburg
Investment adviser representative at Cetera Planning Partners
11 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
11 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Avantax Planning PartnersJan 2024 to Sep 2026
- Avantax Investment ServicesDec 2023 to Sep 2025
- Global Wealth Strategies & Associates, LLCAug 2022 to Dec 2023
- UnemployedFeb 2022 to Sep 2022
- Centier BankMar 2019 to Feb 2022
- Quest GlobalAug 2018 to Jan 2019
- KeybankMay 2017 to Aug 2017
- Dicks Sporting GoodsJun 2016 to May 2017
- Indiana UniversitySep 2015 to May 2018
- B.G. GatorsMay 2015 to Aug 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7798468
- Firm CRD
- 129625