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Robert Charles Darnall Jr

CETERA PLANNING PARTNERS
LAFAYETTE, LA
·CRD# 7207936·7 years experience

Professional Summary

Robert Charles Darnall JR, who also goes by Bobby Darnall, is a registered financial advisor currently at CETERA PLANNING PARTNERS located in Lafayette, Louisiana and CETERA WEALTH SERVICES, LLC located in Lafayette, Louisiana. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Robert has worked at 6 firms and has passed the Series 66, Series 7TO and SIE 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

Bobby Darnall

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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

7 years in the financial services industry

Current & Past Employments

CETERA PLANNING PARTNERS·CRD# 129625
RIA
1. 2000 Kaliste Saloom Rd Ste 300, Lafayette, LA 705082. 203 S Jefferson St, Abbeville, LA 70510
September 29, 2026 - Present
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
2000 Kaliste Saloom Rd Ste 300, Lafayette, LA 70508
September 5, 2025 - Present
AVANTAX PLANNING PARTNERS, INC.·CRD# 106237
RIA
Abbeville, LA
May 11, 2026 - September 29, 2026
CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
Lafayette, LA
September 5, 2025 - October 9, 2026
AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Lafayette, LA
August 31, 2020 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Lafayette, LA
January 21, 2020 - September 5, 2025

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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) DARNALL SIKES WEALTH PARTNERS, LLC POSITION: Referring Financial Advisor NATURE: Investment advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/15/2019 ADDRESS: 2000 Kaliste Saloom Road, Suite 300, Lafayette LA 70508, DESCRIPTION: Helping clients reach financial goals by referring clients to a full financial advisor 2) DARNALL, SIKES, AND FREDERICK CPAS POSITION: CPA NATURE: CPA services - tax, audit, valuation INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2011 ADDRESS: 2000 Kaliste Saloom Rd Ste 300, Lafayette LA 70508, DESCRIPTION: Staff and client management 3) POSITION: Co-Treasurer NATURE: The foundation manages donations to support Our Lady of Fatima school. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 2315 Johnston St., Lafayette LA 70503, DESCRIPTION: General accounting advice, tax return preparation, voting on board decisions. 4) DSG&F REAL ESTATE INVESTMENTS, LLC POSITION: Owner NATURE: Entity holds real estate utilized by the CPA and Wealth firm. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 2000 Kaliste Saloom Rd Ste 300, Lafayette LA 70508, United States DESCRIPTION: Prepare tax return

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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
Florida
(9/5/2025)
RR
Louisiana
(9/5/2025)
IAR
Louisiana
(9/29/2026)
RR
Texas
(9/5/2025)
IAR
Texas
(9/29/2026)

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.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 66 — Uniform Combined State Law Examination

Passed Aug 2020About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2018About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Charles Darnall JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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