Jakob Martin Benelli
Advisor at Cetera Planning Partners — Leawood, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 63
Experience Industry experience
2 years
Location
Leawood, KS 66211
Cetera Planning Partners
Enterprise
Jakob Benelli is a financial advisor with Cetera Planning Partners in Leawood, KS. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Cetera, he worked with The Retirement Planning Group and American Century Investment Services, Inc. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach focuses on diversified allocations using mutual funds and ETFs tailored to client objectives, supported by a formal planning process and ongoing updates.
Based on Cetera Planning Partners
Based on Cetera Planning Partners
$0+: up to 1.65% maximum (Advisor Fee) +: up to 0.05% maximum (Admin Fee including overlay manager fees) +: up to 0.90% maximum (Strategist Fee varies by strategist) +: up to 0.40% maximum (Optional Services Fee, varies by service)
Leawood, KS
11460 Tomahawk Creek Pkwy, Suite 400
Leawood KS 66211
Advisors at this office
32
Kansas
2 years of industry experience
Cetera Investment Services Llc
2026 - Present • 1 year
St Cloud, MN
Cetera ADVISORS LLC
2026 - Present • 1 year
Greenwood Village, CO
Cetera Wealth Services, LLC
2026 - Present • 1 year
El Segundo, CA
Cetera Planning Partners
2026 - Present • 1 year
Leawood, KS
CETERA Financial Specialists LLC
2026 - Present • 1 year
Schaumburg, IL
The Retirement Planning Group
2024 - 2026 • 2 years
Leawood, KS
American Century Investment Services, Inc.
2023 - 2024 • 1 year
Kansas City, MO
Genesis Health Clubs
2021 - 2023 • 2 years
Overland Park, KS
Krispy Kreme
2019 - 2019 • 1 year
Overland Park, KS
Kansas State University
2018 - 2023 • 5 years
Manhattan, KS
Office Max
2017 - 2017 • 1 year
Leawood, MO
Olathe East High School
2014 - 2018 • 4 years
Olathe, KS
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Insurance agent
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Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
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