Nathan M Robnett

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → Present
  Robnett Cpas
  Austin, TX
• 04/2015 → 06/2019
  Woodbury Financial Services Inc
  Austin, TX
• 06/2019 → 10/2019
  1St Global Capital, Corp.
  Austin, TX
• 06/2019 → 10/2019
  1St Global Advisors, Inc
  Austin, TX
• 06/2019 → 09/2025
  Avantax Insurance Services
  Austin, TX
• 10/2019 → 09/2025
  Avantax Advisory Services
  Austin, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Austin, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Austin, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Austin, TX
• 2019-06-28 → 2019-10-25
  1St Global Advisors Inc
  Austin, TX
• 2015-04-16 → 2019-07-02
  Woodbury Financial Services, Inc.
  San Marcos, TX
  Austin, TX
  San Marcos, TX
  New Braunfels, TX
  Marble Falls, TX
  Mckinney, TX
  Austin, TX
  New Braunfels, TX
  Marble Falls, TX
  Austin, TX
• 2010-01-06 → 2015-04-17
  Next Financial Group, Inc.
  Austin, TX
  Houston, TX
  Marble Falls, TX
  San Marcos, TX
  New Braunfels, TX
• 2008-10-24 → 2009-12-23
  1St Global Advisors Inc
  Austin, TX
• 2004-05-27 → 2005-09-30
  Lpl Financial Llc
  Austin, TX
• 2003-04-04 → 2004-06-10
  Mml Investors Services, Llc
  Austin, TX
• 2001-06-27 → 2002-12-11
  Veravest Investment Advisors, Inc.
  Austin, TX

Other Businesses

1) X-TRASERV, INC. POSITION: President NATURE: No activity. Entity is not active. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 13809 N. Hwy 183, Suite 900, Austin TX 78750, United States DESCRIPTION: None. 2) ROBNETT FINANCIAL, LLC POSITION: Owner NATURE: Financial Services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2019 ADDRESS: 13809 N. Hwy 183, Ste 900, Austin TX 78750, United States DESCRIPTION: I own the company and currently serve as the Financial Advisor 3) ROBNETT CPAS POSITION: Owner NATURE: Certified Public Accounting Firm Provide tax and accounting services INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 01/01/1996 ADDRESS: 13809 N. Hwy 183, Suite 900, Austin TX 78750, United States DESCRIPTION: Owner. Manager. Administrator. CPA, Tax Preparer, Consultant, etc. 4) ROBNETT CPAS & FINANCIAL ADVISORS POSITION: Owner NATURE: Filing a DBA for compliance. This is a CPA Firm (Robnett CPAs) and a financial advisory firm (Robnett Financial, LLC). INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/28/2025 ADDRESS: 13809 Research Blvd. Ste 900, Austin TX 78750, United States DESCRIPTION: I own and manage the company.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-13

Designations

• Personal Financial Specialist