Jacob Gregory Traen
Investment adviser representative at Cetera Planning Partners
10 yearsExperience
1 stateRegistered in
$4.2BFirm assets
22 yearsFirm in business
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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
10 years in the industry.
- Cetera Planning PartnersJul 2024 to now
- Iowa State Athletic DepartmentAug 2023 to Dec 2023
- Sporting Kansas CityJun 2023 to Aug 2023
- Venkeer Memorial Golf CourseMay 2022 to Aug 2022
- Delta Tau Delta Gamma PiApr 2022 to Nov 2022
- Riverpools KcMay 2021 to Aug 2021
- Iowa State UniversityAug 2020 to May 2024
- Blue Valley Sw High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 8030769
- Firm CRD
- 129625