Somerset, KY Office
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Cetera Planning Partners
Enterprise
Firm-wide stats for Cetera Planning Partners
About
Cetera Planning Partners serves individual and high‑net‑worth clients, with a notable emphasis on pre‑retirees and retirees, providing investment management, comprehensive financial planning, Social Security optimization and retirement‑related advice. The firm also offers ancillary services that are not always standard at similarly sized multi‑team firms, including tax planning and preparation, bookkeeping and payroll support, and an estate‑planning offering called Legacy Wealth Strategies delivered through a third‑party provider.
CPP’s investment process centers on diversified allocations built from mutual funds and ETFs that are matched to a client’s stated objectives and risk tolerance, beginning with a formal, document‑driven planning intake and periodic (typically annual) plan updates. Accounts may be managed on either a discretionary or non‑discretionary basis, and the brochure discloses specific features and risks for margin, pledged‑account loans and other lending arrangements (including use of third‑party providers such as TriState and Goldman Sachs).
What distinguishes the firm from many peers is its integration into a larger Cetera network and the related mix of affiliated capabilities: Cetera Investment Services and Cetera Investment Services (CIS) are described as affiliated broker‑dealer/clearing and custodial resources (CIS may act as an IRA custodian), CPP refers ERISA Section 3(38) and other pension‑related work to an affiliated advisor, and the firm makes use of bank deposit sweep programs (FlexInsured, IDSA) and other bank loan/custody arrangements that generate institutional‑level revenue sharing. The brochure also notes access to publications, conferences and other communications provided through custodians and strategic partners, and the firm explains how it coordinates with outside attorneys for estate‑planning document execution.
Based on Cetera Planning Partners
Expertise
Based on Cetera Planning Partners
Location
116 Tradepark Drive
Somerset KY 42503
Advisors at this office
3
Advisors at this office
Jordan P
Series 66
Somerset, KY
Cetera Planning Partners
Jordan Polston is a financial advisor at Cetera Planning Partners with five years of industry experience. He holds the Series 66 designation and has previously worked at Avantax and Evans, Harville, Atwell & Company, CPAs, PLLC. Outside of his advisory role, he serves as the Worship Director at Science Hill Church of the Nazarene, where he leads the music program and manages the department’s budget. Cetera Planning Partners serves individual and high-net-worth clients, focusing primarily on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, and retirement-related advice, complemented by tax, bookkeeping, payroll, and estate-planning services delivered through affiliated providers.
Seth A
PFS™, Series 66
Somerset, KY
Cetera Planning Partners
Seth Atwell is a financial advisor with Cetera Planning Partners, holding the PFS™ designation and Series 66 license, and has 20 years of industry experience. He has worked with multiple firms including Avantax and 1st Global Advisors, and is a partner at Evans, Harville, Atwell & Company CPAs. He serves as a board member and treasurer for the Somerset Pulaski County Economic Development Authority, a nonprofit focused on local economic development. Cetera Planning Partners serves individual and high-net-worth clients, primarily pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates comprehensive services such as tax planning and estate strategies within a networked Cetera platform, using diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.
Jon H
PFS™, Series 66
Somerset, KY
Cetera Planning Partners
Jon Harville is a financial advisor with Cetera Planning Partners, holding PFS™ and Series 66 designations and bringing 21 years of industry experience. He has worked with several firms including Avantax Planning Partners and 1st Global Advisors, and he is a partner at Evans, Harville, Atwell & Company, a CPA firm. Harville serves on the boards of the Morehead State University Foundation and multiple organizations in Ormond Beach, Florida, including roles as treasurer. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates its offerings with the broader Cetera network and provides ancillary services such as tax planning, bookkeeping, and estate-planning support.
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