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KD

Kayla Droege

CETERA PLANNING PARTNERS
LEAWOOD, KS 66211
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CRD#: 7298441
KD
Kayla DroegeCETERA PLANNING PARTNERS

Professional summary


Kayla Droege, who also goes by Kayla Droege, Kayla Georgianne Droege, Kayla Georgianne Moore, is a registered financial advisor currently at CETERA PLANNING PARTNERS located in Leawood, Kansas.

Kayla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kayla has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance


Always Fiduciary

Aliases


Kayla Droege | Kayla Georgianne Droege | Kayla Georgianne Moore

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kayla Droege'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

February 22, 2024 - Present

CETERA PLANNING PARTNERS

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

May 3, 2022 - February 7, 2024

EDWARD JONES

RIA
CRD#: 250
Overland Park, KS
Past

March 4, 2022 - February 7, 2024

EDWARD JONES

BD
CRD#: 250
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
(2/22/2024)

Exams


What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 5/2/2022
Uniform Combined State Law Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 3/4/2022
General Securities Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/25/2021
Securities Industry Essentials Examination

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
11/24/2025
08/08/2024
11/27/2023

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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