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RIA / WealthAdvisorCertified Financial Planner25 years in industry

BRANDON STEGALL

Advisor at CETERA PLANNING PARTNERS

LEAWOOD, KS

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Search this name across graphsid dfx:ria:d6348ce2-d6da-edd7-010c-2dcb357568c8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 11, 2001 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: Apr 11, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Feb 16, 2009
First registration: Apr 11, 2001
Dual registered: no
IAPD individual key: 2914155

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	Sep 9, 2020	n/a	yes	LEAWOOD, KS	Current employment
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jun 12, 2014	Sep 1, 2020	no	OVERLAND PARK, KS	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jun 12, 2014	Sep 1, 2020	no	Overland Park, KS	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 11, 2001	Jul 29, 2002	no	KANSAS, 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
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Sep 1, 2020	Jun 12, 2014	-2,273	Firm change after gap	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Sep 1, 2020	Jun 12, 2014	-2,273	Channel change	Other
CHARLES SCHWAB & CO., INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jul 29, 2002	Jun 12, 2014	4,336	Firm change after gap	Other

Relationships

Registered with (4)

→ CETERA PLANNING PARTNERSRegistered adviserregistration: current employment
Sep 9, 2020 to presentfactForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 12, 2014 to Sep 1, 2020factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jun 12, 2014 to Sep 1, 2020factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 11, 2001 to Jul 29, 2002factForm ADV

Dated events

No dated event names this entity yet.