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Jerry K
Series 63, Series 65
Centerville, IA
Cetera Planning Partners
Jerry Kirkpatrick is a financial advisor at Cetera Planning Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax Investment Services and ProEquities. Outside of advising, Kirkpatrick is a CPA and partner at TD&T CPAs and Advisors and serves on several nonprofit boards, including United Way and MercyOne Centerville. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified allocations using mutual funds and ETFs and provides ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.
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