Jerry Lee Kirkpatrick

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Contact Information

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Disclosures on record.

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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Years of Experience

30 years registered in the securities industry

Current & Past Employments

Current

CETERA PLANNING PARTNERSCurrent·CRD# 129625

RIA

1. 101 W. Van Buren, Centerville, IA 525442. Centerville, IA

September 29, 2026 - Present

CETERA WEALTH SERVICES, LLCCurrent·CRD# 13572

BD

101 West Van Buren Street, Centerville, IA 52544

September 5, 2025 - Present

Past

AVANTAX PLANNING PARTNERS, INC.Past·CRD# 106237

RIA

Centerville, IA

December 4, 2009 - September 29, 2026

AVANTAX INVESTMENT SERVICES, INC.Past·CRD# 13686

BD

Centerville, IA

September 30, 2020 - September 5, 2025

CONCOURSE FINANCIAL GROUP SECURITIES, INC.Past·CRD# 15708

BD

Centerville, IA

December 9, 2009 - September 30, 2020

AVANTAX ADVISORY SERVICESPast·CRD# 104556

RIA

Centerville, IA

June 6, 2007 - December 10, 2009

AVANTAX INVESTMENT SERVICES, INC.Past·CRD# 13686

BD

Centerville, IA

September 21, 1999 - December 10, 2009

SUNAMERICA SECURITIES, INC.Past·CRD# 20068

BD

Phoenix, AZ

July 15, 1997 - September 21, 1999

HOCHMAN & BAKER SECURITIES, INC.Past·CRD# 19949

BD

Stamford, CT

September 6, 1996 - August 6, 1997

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Current Firm

CP

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 - SEC (1/16/2004 Approved)

Contact Information

Main Address

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211

Phone Number

(913) 498-8898

# of Employees

78

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CETERA PLANNING PARTNERS ADV PART 2A SEPT 2026 (9/22/2026)

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

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1) ACCOUNTING - TAX; PARTNER - CPA; ACCOUNTING/TAX; NIR; 174; 8; 01/01/1982; 101 WEST VAN BUREN, CENTERVILLE IA 52544; CLIENT SERVICES PARTNER - TAX ACCOUNTING 2) COMMERCIAL REAL ESTATE; PARTNER; REAL ESTATE RENTAL; NIR; 1; 1; 01/01/2010; 101 WEST VAN BUREN, CENTERVILLE IA 52544; PARTNER ONLY 3) FARMER; PARTNER; FARM; NIR; 1; 1; 04/01/1993; 24270 560TH STREET, CENTERVILLE IA 52544; MANAGE FARM AND KEEP RECORDS 4) NON PROFIT; BOARD MEMBER-TREASURER; INDUSTRIAL CORPORATION; NIR; 5; 5; 01/01/2001; 101 WEST VAN BUREN, CENTERVILLE IA 52544; BOARD MEMBER 5) NON-PROFIT; BOARD MEMBER-TREASURER; UNITED WAY; NIR; 1; 1; 01/01/2005; 101 WEST VAN BUREN, CENTERVILLE IA 52544; BOARD MEMBER 6) RENTAL REAL ESTATE; OWNER-LANDLORD; REAL ESTATE RENTAL; NIR; 5; 5; 02/01/2010 1426 OAKLAWN AVE, IOWA CITY IA 52522; OWN COMMERCIAL AND RESIDENTAIL REAL ESTATE. MANAGE PROPERTY 7) SAVAGE INVESTMENT CLUB; PARTNER; INVESTMENT CLUB; NIR; 1; 1; 01/01/1996; 101 WEST VAN BUREN, CENTERVILLE IA 52544 DESCRIPTION: PARTNER 8) INDIAN HILLS COMMUNITY COLLEGE; BOARD MEMBER; COLLEGE; NIR; 3; 1; 07/01/2014; 525 GRANDVIEW AVE, OTTUMWA IA 52544; ATTEND BOARD MEETINGSAPPROVE COLLEGE POLICYAPPROVE MONTHLY ACCOUNTS PAYABLE ACT AS A RESOURCE TO THE PRESIDENT AND OTHER EXECUTIVES OF THE COLLEGE 9) TD&T CPAS AND ADVISORS, P.C.; PARTNER-CPA; ACCOUNTING/TAX; NIR; 174; 8; 01/01/1982; 101 WEST VAN BUREN, CENTERVILLE IA 52544; CLIENT SERVICES PARTNER-TAX ACCOUNTING 10) TD&T REAL ESTATE GROUP LLC; MEMBER; REAL ESTATE RENTAL; NIR; 1; 1; 09/26/2014; 317 HIGH AVENUE EAST, OSKALOOSA IA 52577; MEMBER OF LLCCOMMERICAL OFFICE BUILDINGS 11) MERCYONE CENTERVILLE; Board Member; Hospital; NIR; 1; 1; 07/01/2018; One St. Joseph's Drive, Centerville IA 52544, US; Hospital care for individuals. Board duties only. No management decisions. 12) KDD AGLAND, LLC; Member/Owner; Farm operations; INVESTMENT RELATED: Yes; 5; 1; 01/01/2021; 24270 560th Street, Centerville IA 52544, US; Manage farm operations and maintain financial records 13) KIRKPATRICK & DRAKE; Partner; Farm operation; NIR; 5; 5; 01/01/2010; 24270 560th Street, CENTERVILLE IA 52544, US; Manage farm and keep records 14) IC KIRK PROPERTIES, LLC; Landlord; Real estate rental entity, farm land; NIR; 5; 5; 02/01/2010; 24270 560th Street, Centerville IA 52544, US; Manage property 15) JB KIRK PROPERTIES LLC; Member Manager; Farm operations; NIR; 2; 2; 07/01/2022; 24270 560th Street, Centerville IA 52544, US; Owner manager with spouse. Provide record keeping, deposit income, pay invoices, keep records on Quickbooks. 16) MORGAN CLINE FOUNDATION; Director; Community Foundation to provide grants to Appanoose County and Centerville, Iowa; NIR; 2; 2; 09/01/2022; 217 N 13th Street, Centerville IA 52544, US; Board of Director-Monthly meetings Approve allocation of annual non-profit grants Help with direction on how to help nonprofits as directed by the by laws Approve monthly minutes Review annual budget of Foundation I do not provide any investment advice to this organization 17) MERCY MEDICAL CENTER POSITION: Board of Director NATURE: Hospital INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: One St. Joseph's Drive, Centerville IA 52544, United States DESCRIPTION: Board of Directors Duties

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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".

CP

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 - SEC (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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Iowa
(9/5/2025)

IAR

Iowa
(9/29/2026)

RR

Missouri
(9/5/2025)

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.Note:This rule does not apply to broker-dealer activity.