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Robert Randolph O'blennis

CETERA PLANNING PARTNERS
Chesterfield, MO
·CRD# 4935281·21 years experience

Professional Summary

Robert Randolph O'blennis is a registered financial advisor currently at CETERA PLANNING PARTNERS located in Chesterfield, Missouri. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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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

21 years in the financial services industry

Current & Past Employments

Current

CETERA PLANNING PARTNERSCurrent·CRD# 129625
RIA
14755 N. Outer 40 Road Ste. 200, Chesterfield, MO 63017
July 17, 2006 - Present

Past

BLOOOM, INC.Past·CRD# 168604
RIA
Leawood, KS
January 12, 2015 - October 11, 2019
EDWARD JONESPast·CRD# 250
BD
Redmond, WA
May 16, 2005 - January 17, 2006

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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

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) LAW OFFICE OF ROBERT R. O'BLENNIS, LLC. LOCATED IN ST. LOUIS, MO. THE BUSINESS IS NOT INVESTMENT RELATED. THE BUSINESS IS A PART-TIME LAW PRACTICE, MR. O'BLENNIS IS THE SOLE MEMBER. MR. O'BLENNIS IS AN ATTORNEY ADMITTED BY THE BARS OF MISSOURI. I HAVE BEEN AN ATTORNEY SINCE MAY 2000. MR. O'BLENNIS ESTABLISHED THIS SOLO PRACTICE IN OCTOBER 2006. MR. O'BLENNIS SPENDS 5 HOURS A MONTH WITH THE OTHER BUSINESS, ZERO HOURS DURING TRADING HOURS. MR. O'BLENNIS PROVIDES ESTATE PLANNING AND BUSINESS PLANNING SERVICES. 2) GRISWOLD LLC, LEAWOOD, KS - NOT INVESTMENT RELATED. POSITION: PARTNER, INVESTMENT IN REAL ESTATE PROPERTY. START DATE: October 2018. APPROXIMATELY 1 HR. PER MONTH, NONE DURING TRADING HOURS. 3)TOWN AND COUNTRY PARKS AND TRAILS COMMISSION, TOWN AND COUNTRY, MO - NOT INVESTMENT RELATED. POSITION: COMMISSIONER, PARTICIPATE IN MEETINGS AND ACTIVITIES. START DATE: SEPTEMBER 2023. APPROXIMATELY 2 HRS. PER MONTH, NONE DURING TRADING HOURS.

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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.
IAR
Kansas
(7/17/2006)
IAR
Missouri
(7/17/2006)
IAR
Texas
(2/25/2026)

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

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

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2006About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2005About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed May 2005About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Randolph O'blennis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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