DFX Intelligence

Data Factory

RIA / WealthAdvisor27 years in industry

Kevin Conard

Advisor at CETERA PLANNING PARTNERS

LEAWOOD, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:34db3ff4-a89a-d45d-7e16-cd918f1e6428

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 7, 2002 to Sep 14, 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: Mar 30, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 22derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Mar 30, 1999
First registration: Mar 7, 2002
Dual registered: no
Other names: KEVIN MORRIS CONARD
IAPD individual key: 3193016

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	Feb 17, 2004	n/a	yes	LEAWOOD, KS	Current employment
BLOOOM, INC.	Former SEC adviser	Sep 29, 2014	Nov 19, 2020	no	OVERLAND PARK, KS\|Overland Park, KS\|Leawood, KS\|Overland Park, KS\|Leawood, KS	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 1, 2003	Mar 1, 2004	no	OVERLAND PARK, KS	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Mar 7, 2002	Jul 1, 2003	no	OVERLAND PARK, KS	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
BLOOOM, INC.	n/a	Nov 19, 2020	n/a	n/a	Departure no registered destination	Departure
WELLS FARGO ADVISORS	CETERA PLANNING PARTNERS	Mar 1, 2004	Feb 17, 2004	-13	Firm change	Other
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO ADVISORS	Jul 1, 2003	Jul 1, 2003	0	Bulk transfer	Other

Relationships

Registered with (4)

→ CETERA PLANNING PARTNERSRegistered adviserregistration: current employment
Feb 17, 2004 to presentfactForm ADV
→ BLOOOM, INC.Registered adviserregistration: previous registration
Sep 29, 2014 to Nov 19, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2003 to Mar 1, 2004factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Mar 7, 2002 to Jul 1, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:34db3ff4-a89a-d45d-7e16-cd918f1e6428
First observed: Mar 7, 2002
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Kevin Conard

Advisor at CETERA PLANNING PARTNERS

LEAWOOD, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:34db3ff4-a89a-d45d-7e16-cd918f1e6428

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:40 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CETERA PLANNING PARTNERS

Independent wealth

Feb 17, 2004

n/a

yes

LEAWOOD, KS

Current employment

BLOOOM, INC.

Former SEC adviser

Sep 29, 2014

Nov 19, 2020

OVERLAND PARK, KS|Overland Park, KS|Leawood, KS|Overland Park, KS|Leawood, KS

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Jul 1, 2003

Mar 1, 2004

OVERLAND PARK, KS

Previous registration

PRUDENTIAL EQUITY GROUP, LLC

n/a

Mar 7, 2002

Jul 1, 2003

OVERLAND PARK, KS

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BLOOOM, INC.

n/a

Nov 19, 2020

n/a

Departure no registered destination

Departure

WELLS FARGO ADVISORS

CETERA PLANNING PARTNERS

Mar 1, 2004

Feb 17, 2004

-13

Firm change

Other

PRUDENTIAL EQUITY GROUP, LLC

WELLS FARGO ADVISORS

Jul 1, 2003

Bulk transfer

Other