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Michael John Darr

CETERA PLANNING PARTNERS
WEST DES MOINES, IA
·CRD# 4455259·27 years experience

Professional Summary

Michael John Darr, who also goes by Michael J. Darr, is a registered financial advisor currently at CETERA PLANNING PARTNERS located in West Des Moines, Iowa and CETERA WEALTH SERVICES, LLC located in Polk City, Iowa. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Michael has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael J. Darr

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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

27 years in the financial services industry

Current & Past Employments

CETERA PLANNING PARTNERS·CRD# 129625
RIA
1. 4920 Pleasant Street Suite #1, West Des Moines, IA 502662. Granger, IA
September 29, 2026 - Present
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
1. 110 Van Dorn St., Polk City, IA 502262. 4920 Pleasant Street Suite #1, West Des Moines, IA 50266
September 5, 2025 - Present
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
West Des Moines, IA
September 30, 2020 - September 5, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
BD
West Des Moines, IA
October 2, 2001 - September 30, 2020
AVANTAX PLANNING PARTNERS, INC.·CRD# 106237
RIA
West Des Moines, IA
January 1, 1999 - September 29, 2026

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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 DateForm ADV-E CoverForm ADV-E Report
08/19/2026Cover PageReport
11/24/2025Cover PageReport
08/08/2024Cover PageReport
11/27/2023Cover PageReport

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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.

1) FINANCIAL CARE PROFESSIOANLS LC - DBA POSITION: PRESIDENT NATURE: CPA FIRM INVESTMENT RELATED: NO HOURS: 80 INVESTMENT RELATED HOURS: 4 START DATE: 01/01/1996 ADDRESS: 4920 PLEASANT ST, WEST DES MOINES IA 50266 DESCRIPTION: FIRM MANAGEMENT, TAX, ACCOUNTING AND FINANCIAL STATEMENT PREPARATION 2) DARR FINANCIAL SERVICES LC POSITION: Manager NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 11/01/1997 ADDRESS: 4920 pleasant street suite 1, West Des Moines IA 50266, United States DESCRIPTION: Brokerage and investment and risk management 3) AVANTAX PLANNING PARTNERS, INC. POSITION: IAR NATURE: Investment/Risk Mgmt INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 10/01/1998 ADDRESS: 6200 Aurora Ave #600w, Urbandale IA 50322, United States DESCRIPTION: financial planning, investment management, risk management 4) AVANTAX PLANNING PARTNERS, INC. POSITION: Investment Advisor Representative NATURE: I'm a registered investment adviser rep and licensed insurance agent, providing wealth management services under my approved d/b/a, Darr Financial Services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/1999 ADDRESS: 4920 Pleasant Street, Suite #1, West Des Moines IA 50266, United States DESCRIPTION: Providing wealth management services on behalf of APP's investment adviser and insurance agency. 5) NAME OF OTHER BUSINESS: DARR & TYMESON, LC D/B/A FINANCIAL CARE PROFESSIONALS LC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 1/2020; POSITION/TITLE/RELATIONSHIP: PRESIDENT/OWNER; APX NUMBER OF HOURS PER WEEK: 25; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION, PLANNING, CONSULTATION, COMPILATION AND REVIEW ENGAGEMENT;

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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
Kansas
(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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2001About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 2001About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Michael John Darr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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