GZ
Gregory J. Zink
CETERA PLANNING PARTNERS
Southfield, MI 48034
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CRD#: 7324723
GZ
Gregory John ZinkCETERA PLANNING PARTNERS
Professional summary
Gregory John Zink is a registered financial advisor currently at CETERA PLANNING PARTNERS located in Southfield, Michigan.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Gregory has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
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) I am a Principal and Accountant with MRPR CPAs & Advisors, a regional CPA firm. I am located at One Northwestern Plaza, 28411 Northwestern Hwy, Suite 800, Southfield, MI 48034-5538. I have been with the CPA firm since 01/1985. I work approximately 160 hours a month. I provide services that are typical of public accounting, including tax return preparation, consulting, and bookkeeping to a variety of different clients and businesses. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. (2) I am a Board Member and Treasurer for Kiwanis Club Detroit #1, a not-for-profit organization located at P.O. Box 2041, Detroit, MI 48202. I have participated in this activity since 10/2000. I attend periodic board meetings, prepare treasurer reports, and handle the finances for the organization, which might include paying bills and depositing donations received. I devote approximately 1-5 hours per month to this activity, mostly during non-securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory John Zink's 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®
NoneExperience
Current
September 29, 2026 - Present
CETERA PLANNING PARTNERS
Office #1: 28411 Northwestern Highway Suite 800, Southfield, MI 48034RIA
CRD#: 129625
Southfield, MI
Past
January 4, 2021 - September 29, 2026
AVANTAX PLANNING PARTNERS, INC.
RIA
CRD#: 106237
Southfield, MI
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
Michigan(9/29/2026)
Exams
What does exam status mean?
State Security Law Exam
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)Loading...
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)
Regulatory assets under management
| Total Number of Accounts | 14,107 |
| AUM (Assets Under Management) | $ 4,164,758,846 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/19/2026 | ||
| 11/24/2025 | ||
| 08/08/2024 | ||
| 11/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
