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MP

Martha Paterik

CETERA PLANNING PARTNERS
LEAWOOD, KS 66211
Some features on this profile are disabled
CRD#: 5340446
MP
Martha PaterikCETERA PLANNING PARTNERS

Professional summary

Martha Paterik, who also goes by Martha Louise Paterik, is a registered financial advisor currently at CETERA PLANNING PARTNERS located in Leawood, Kansas and CETERA WEALTH SERVICES, LLC located in El Segundo, California.

Martha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Martha has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Martha Louise Paterik

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)YOUNG LIVING ESSENTIAL OILS; NOT INVESTMENT RELATED; 868 LAKEVIEW DR GRANDVIEW, MO 64030; ESSENTIAL OIL EDUCATION; INDEPENDENT CONSULTANT; START DATE 05/2014; 5-10 HOURS/MONTH; 0 HOURS DURING TRADING; HOST EDUCATIONAL PARTIES CONCERNING ESSENTIAL OILS. 2)KEEN WEALTH ADVISORS; INVESTMENT RELATED; 7500 COLLEGE BLVD., SUITE 1000, OVERLAND PARK KS 66210; RIA; CLIENT SERVICES ASSOCIATE; START DATE 09/07/2016; 40HOURS/WEEK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martha Paterik'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

July 27, 2023 - Present

CETERA PLANNING PARTNERS

Office #1: 11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211
RIA
CRD#: 129625
LEAWOOD, KS
Current

September 10, 2026 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 2301 Rosecrans Ave #5100, El Segundo, CA 90245
BD
CRD#: 13572
EL SEGUNDO, CA
Past

April 8, 2019 - July 21, 2023

KEEN WEALTH ADVISORS

RIA
CRD#: 170293
OVERLAND PARK, KS
Past

November 16, 2016 - July 21, 2023

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Overland Park, KS
Past

June 12, 2009 - September 8, 2016

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
OVERLAND PARK, KS
Past

July 15, 2008 - September 8, 2016

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
OVERLAND PARK, KS

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 - (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
Kansas
(7/27/2023)

Exams

What does exam status mean?
State Security Law Exam
RR
IAR
Series 66
Status Unavailable
Passed: 6/10/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Status Unavailable
Passed: 7/14/2008
General Securities Representative Examination
SRO Registrations
RR
FINRA

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 - (1/16/2004 Approved)
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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
78

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 Accounts14,107
AUM (Assets Under Management)$ 4,164,758,846

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

CETERA PLANNING PARTNERS

CRD#: 129625Leawood, KS 66211

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