Joel Konkel

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

• 11/1982 → Present
  Joel Konkel, Cpa
  Missouri City, TX
• 12/2002 → 09/2025
  Avanatx Investment Services, Inc.
  Missouri City, TX
• 07/2024 → Present
  Indexed Annuities
  Missouri City, TX
• 04/2003 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Missouri City, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Missouri City, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-04-03 → 2025-09-05
  Avantax Advisory Services
  Houston, TX
• 2002-01-01 → 2002-08-09
  Equitable Advisors, Llc
  Houston, TX

Other Businesses

1) JOEL KONKEL, CPA POSITION: President NATURE: Tax Preparation/Accounting INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2003 ADDRESS: 5680 HWY 6 #388, Missouri City TX 77459, United States DESCRIPTION: Tax prep and planning.

Exams

• S66 Uniform Combined State Law Examination
  2001-12-29

Designations

• Certified Financial Planner