Edward John Fandel

Current Employers

Employment History

• 11/2003 → 09/2025
  Avantax Investment Services, Inc.
  Myrtle Point, OR
• 01/2016 → 09/2025
  Avantax Advisory Services
  Myrtle Point, OR
• 08/2020 → 09/2025
  Avantax Insurance Agency Llc
  Myrtle Point, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Myrtle Point, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-01-20 → 2025-09-05
  Avantax Advisory Services
  Myrtle Point, OR

Other Businesses

1)Fandel Properties, LLC~'NIR'~614 Maple Street~Myrtle Point~OR~97458-1149~Rental Property Owner/Management~Owner/Sole Proprietor~7/1/2007~2hrs~0hrs~Manage rentals that fandel properties owns 2)John Fandel LLC~'NIR'~614 Maple Street~Myrtle Point~OR~97458-1149~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/2006~170hrs~170hrs~Accounting and Tax Prep 3)POWERS PUBLIC SCHOOLS 31 FOUNDATION POSITION: Board Member NATURE: The foundation awards funds to Powers School employees to facilitate educational activities. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2014 ADDRESS: PO Box 479, High School Hill, Powers OR 97466, United States DESCRIPTION: I am the current secretary and a voting board member of this organization. 4) MYRTLE POINT CHAMBER OF COMMERCE POSITION: Board Member NATURE: I attend board meetings as a voting member of the board of the Myrtle Point Chamber of Commerce. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2017 ADDRESS: 410 Spruce St, PO Box 265, Myrtle Point OR 97458, United States DESCRIPTION: I have no specific duties as a board member, other than to hear, consider and vote on matters of the chamber of commerce.I vote on chamber issues, such as new members or participation in community events. We do not vote on investment plans.? 5)COQUILLE VALLEY ACCOUNTING POSITION: owner NATURE: All information has been disclosed on the u-4. Coquille Valley Accounting is a DBA of John Fandel, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2009 ADDRESS: 614 Maple Street, Myrtle Point OR 97458, United States DESCRIPTION: All information has been disclosed on the u-4. Coquille Valley Accounting is a DBA of John Fandel, LLC. 6)WOODWARD CREEK, LLC POSITION: Partner NATURE: Four family members investing in properties. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/31/2020 ADDRESS: PO Box 248, Powers OR 97466, United States DESCRIPTION: We decide as a group which properties to buy or sell.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-16
• S63 Uniform Securities Agent State Law Examination
  2004-01-19

Other Names

• Ed Fandel