Ameriprise Financial Services
47yrs
Top advisor by experience in Leawood
4yrs
Brian Thomas has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Leawood, Kansas. After two years at Merrill, Brian joined Cetera Planning Partners in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 484 advisors with offices in Leawood, and one of 449 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office11460 Tomahawk Creek Parkway Suite 400, Leawood, KS 66211
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$848,315
Advisors at the firm191
States licensed ?1 state
Services through Cetera Planning Partners
Financial planningInvestment management for individuals and small businessesRetirement plan consultingNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Dec 2024 – nowCetera Planning PartnersCurrent firm
- May 2023 – Dec 2024MerrillPreviously
Contact Brian
(913) 498-8898Cetera Planning Partners main office 11460 Tomahawk Creek Parkway Suite 400Leawood, KS 66211Office · Get directions LinkedIn pageCetera Planning Partners
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Cetera Planning Partners at (913) 498-8898 and ask for Brian Thomas. Brian works from the Leawood, KS office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Cetera Planning Partners reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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