Donovan Swinger
Investment Adviser Representative at Cetera Planning Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Donovan Swinger is an investment adviser representative with Cetera Planning Partners in Johnson City, TN, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Tennessee.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Tennessee
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ingles MarketsJan 2017 – May 2021Johnson City, TN
- UnemployedAug 2011 – Jan 2017Anderson, SC
- Northwestern Mutual Life Insurance CompanyMar 2021 – Apr 2022Milwaukee, WI
- Northwestern Mutual Investment Services LLCAug 2021 – Apr 2022Johnson City, TN
- NEW YORK LIFEMay 2022 – Oct 2023Knoxville, TN
- FOOD CITYApr 2023 – Apr 2023Piney Flats, TN
- Allied DispatchOct 2023 – Oct 2023Johnson City, TN
- Olive GardenOct 2023 – Dec 2023Johnson City, TN
- Swinger Legacy InvestmentsOct 2023 – Mar 2024Johnson City, TN
- Fanatics 101Feb 2024 – Mar 2024Johnson City, TN
- Marmo Financial GroupApr 2024 – May 2026Johnson City, TN
- Cetera Planning PartnersMay 2026 – no end date reportedLeawood, TN
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cetera Planning Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning, investment management, tax preparation and filing, estate planning, Social Security analysis, college savings (529) account setup, portfolio rebalancing, and tax-saving strategies
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 53
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Leawood, KS
- SEC file number:
- 801-62655
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 22, 2026
View full firm profileOther advisors at Cetera Planning Partners
Showing 12 of 53 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Donovan Swinger has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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