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Robert M
Series 63
Ankeny, IA
Cetera Planning Partners
Robert Mccoy is a financial advisor with Cetera Planning Partners in Ankeny, Iowa, holding a Series 63 designation and 27 years of industry experience. His prior experience includes roles at Avantax Investment Services, ProEquities, and managing his own firm, McCoy Investment Services. He serves as a trustee for an irrevocable life insurance trust and is a member of a condominium association board. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs aligned with client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate-planning through third-party providers.
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