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RIA / WealthAdvisor15 years in industry

Nancy Ann Luther

Advisor at CETERA PLANNING PARTNERS

CHESTERFIELD, MO | LEAWOOD, KS

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Search this name across graphsid dfx:ria:138d206a-1e2b-e57e-2ea5-840460183d3d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 4, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CETERA PLANNING PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 2, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Oct 2, 2010
First registration: Oct 4, 2010
Dual registered: no
Other names: NANCY LUTHER
IAPD individual key: 5840885

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CETERA PLANNING PARTNERS	Independent wealth	Jun 20, 2023	n/a	yes	CHESTERFIELD, MO\|LEAWOOD, KS	Current employment
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 30, 2016	Jul 7, 2023	no	ST. LOUIS, MO\|CHESTERFIELD, MO\|ST. LOUIS, MO	Previous registration
FINANCIAL ENGINES ADVISOR CENTER, LLC	Former SEC adviser	Jul 23, 2015	Nov 30, 2016	no	ST. LOUIS, MO\|OVERLAND PARK, KS	Previous registration
THE MUTUAL FUND STORE	Former SEC adviser	Oct 13, 2011	Sep 8, 2015	no	OVERLAND PARK, KS\|ST. LOUIS, MO	Previous registration
FIDELIS FINANCIAL PLANNING, LLC	Independent wealth	Oct 4, 2010	Sep 13, 2011	no	SAINT CHARLES, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDELMAN FINANCIAL ENGINES	CETERA PLANNING PARTNERS	Jul 7, 2023	Jun 20, 2023	-17	Firm change	RIA to RIA
FINANCIAL ENGINES ADVISOR CENTER, LLC	EDELMAN FINANCIAL ENGINES	Nov 30, 2016	Nov 30, 2016	0	Bulk transfer	Other
THE MUTUAL FUND STORE	FINANCIAL ENGINES ADVISOR CENTER, LLC	Sep 8, 2015	Jul 23, 2015	-47	Channel change	Other
FIDELIS FINANCIAL PLANNING, LLC	THE MUTUAL FUND STORE	Sep 13, 2011	Oct 13, 2011	30	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
120225:109238:MO:2015-09-08	Sep 8, 2015	Jul 23, 2015	ST LOUIS, MO	Firm change after gap

Relationships

Registered with (5)

→ CETERA PLANNING PARTNERSRegistered adviserregistration: current employment
Jun 20, 2023 to presentfactForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Nov 30, 2016 to Jul 7, 2023factForm ADV
→ FINANCIAL ENGINES ADVISOR CENTER, LLCRegistered adviserregistration: previous registration
Jul 23, 2015 to Nov 30, 2016factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
Oct 13, 2011 to Sep 8, 2015factForm ADV
→ FIDELIS FINANCIAL PLANNING, LLCRegistered adviserregistration: previous registration
Oct 4, 2010 to Sep 13, 2011factForm ADV

Dated events

Occurred
Jul 7, 2023
Advisor changed firm
Nancy Ann Luther left Edelman Financial Engines for Cetera Planning Partners (registered 2023-06-20)
Form ADVobserved 3 days ago