Troy R. Hedman

CETERA PLANNING PARTNERS

ESTERO, FL

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CRD#: 2230104

Professional summary

Troy Ray Hedman, who also goes by Troy R Hedman, is a registered financial advisor currently at CETERA PLANNING PARTNERS located in Estero, Florida.

Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Troy has worked at 5 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

At a Glance

Always Fiduciary

Aliases

Troy R Hedman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ASPEN DIGITAL, LLC ESTERO, FL - NOT INVESTMENT RELATED. POSITION: MEMBER, BUSINESS OPERATIONS CONSULTANT. START DATE: DECEMBER 2022. APPROXIMATELY 40 HRS. PER MONTH, APPROXIMATELY 0 HRS. PER MONTH DURING BUSINESS HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Ray Hedman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 1, 2021 - Present

CETERA PLANNING PARTNERS

RIA

CRD#: 129625

ESTERO, FL

Past

July 29, 2016 - June 2, 2021

VISIONARY WEALTH ADVISORS, LLC

RIA

CRD#: 169610

Buena Vista, CO

Past

July 27, 2015 - October 28, 2016

FINANCIAL ENGINES ADVISOR CENTER, LLC

RIA

CRD#: 109238

CHESTERFIELD, MO

Past

April 16, 2001 - September 8, 2015

THE MUTUAL FUND STORE

RIA

CRD#: 120225

CHESTERFIELD, MO

Past

June 20, 1996 - April 17, 2001

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Past

February 22, 1994 - August 1, 1995

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CETERA PLANNING PARTNERS

CETERA PLANNING PARTNERS | THE RETIREMENT PLANNING GROUP, LLC | THE RETIREMENT PLANNING GROUP, INC.

CRD#: 129625 / SEC#: 801-62655

RIA

Registered Investment Advisory firm - (1/16/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(6/1/2021)

IAR

Florida
(9/15/2023)

IAR

Kansas
(6/1/2021)

IAR

Texas
(6/1/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 4/2/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 9/10/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Status Unavailable

Passed: 10/16/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Status Unavailable

Passed: 6/26/2000

Investment Company Products/Variable Contracts Principal Examination

Current Firm

CETERA PLANNING PARTNERS

CETERA PLANNING PARTNERS | THE RETIREMENT PLANNING GROUP, LLC | THE RETIREMENT PLANNING GROUP, INC.

CRD#: 129625 / SEC#: 801-62655

RIA

Registered Investment Advisory firm - (1/16/2004 Approved)

PREMIUM

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Contact information

Main Address

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211

Mailing Address

Phone number

(913) 498-8898

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CETERA PLANNING PARTNERS AUGUST 2026 (9/1/2026)

Regulatory assets under management

Total Number of Accounts	14,107
AUM (Assets Under Management)	$ 4,164,758,846

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/19/2026	Cover Page	Report
11/24/2025	Cover Page	Report
08/08/2024	Cover Page	Report
11/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Troy R. Hedman

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Ray Hedman's CRS (Customer Relationship Summary).

Certified licenses

Experience

VISIONARY WEALTH ADVISORS, LLC

FINANCIAL ENGINES ADVISOR CENTER, LLC

THE MUTUAL FUND STORE

AMERICAN CENTURY INVESTMENT SERVICES INC.

AMERICAN CENTURY INVESTMENT SERVICES INC.

Primary Firm SEC Registration

CETERA PLANNING PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Passed: 4/2/2001

Series 63

Passed: 9/10/1992

Series 6

Passed: 10/16/1992

Series 26

Passed: 6/26/2000

Current Firm

CETERA PLANNING PARTNERS

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA PLANNING PARTNERS

TRUST BUT VERIFY

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