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Monday, October 5, 2026The Morning Brief →Sign in
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Avantax Planning Partners

DUBUQUE, IA
CRD: 106237
In PWD coverage since August 18, 2026 · 5 stories
$7.6BRegulatory AUMSEC Form ADV · Oct 3
261EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Oct 3
Deal recordFull tracker →
Apr 27, 26Deal announcedCetera Financial Group · Cetera Planning Partners · The Retirement Planning Group · $19B
PWD coverage
the_wrap

Cetera re-flags Avantax team to Cetera Planning Partners

The Retirement Planning Group moved from Avantax Planning Partners to Cetera Planning Partners on Oct. 5 as Cetera also added an outside team; among the day's external recruits, only Fitzgerald Financial Group disclosed AUM, $185 million.
the_wrap · Oct 5Cetera and LPL add teams from Commonwealth and Cambridge on the same day
the_wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet
move · Aug 18Cetera's fifth channel puts every independence option under one roof
move · Aug 18Cetera unites Avantax, TRPG under one $19B RIA
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