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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-11 |
| CA | RA | APPROVED | 2025-09-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantassell + Paegel Cpa'S | Bishop | CA | 01/1990 | 06/2026 |
| Deepest Valley Properties Llc | Bishop | CA | 06/2005 | Present |
| Avantax Investment Services, Inc. | Bishop | CA | 04/2014 | 09/2025 |
| Avantax Advisory Services | Bishop | CA | 04/2014 | 09/2025 |
| Fiduciary Trust | Bishop | CA | 04/2017 | 06/2026 |
| Avantax Insurance Agency, Llc | Bishop | TX | 03/2020 | 09/2025 |
| Avantax Insurance Services, Inc. | Bishop | CA | 03/2020 | 09/2025 |
| Van Tassell Services | Bishop | CA | 12/2023 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Deepest Valley Properties LLC 119 Mac Iver St, Ste G~Bishop~CA~93514~Rental Property Owner/Management~Owner/Sole Proprietor~3/1/2005~5hrs~0hrs~Commercial Real Estate 2) Pioneer Home Health Care 263 Academy St~Bishop~CA~93514~Nonprofit~President~1/1/2010~1hrs~1hrs~Chair Quarterly Board Meetings 3) Rotary Club of Bishop PO Box 1414~Bishop~CA~93515~Nonprofit~Director/Officer~7/1/2017~2hrs~2hrs~Board Member 4) Sierra Highlands Community Services District 2709 Underwood Ln~Bishop~CA~93514~Government~Director/Officer~1/1/2005~1hrs~0hrs~Attend Bi-Monthly Board Meetings 5) Van Tassell Services; rep; Tax, accounting, payroll, and investment servicesVan Tassell & Paegel, CPAs changed its name to Van Tassell ServicesNo change in operations; NIR; 120; 12/04/2023; 119 Mac Iver Bishop CA 93514; Successor to Van Tassell & Paegel, CPAs. I am the sole shareholder. Prepare tax returns, meet with clients, supervise staff
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-19 |
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