Charlene Ebert Wehring

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

• 12/1982 → Present
  Charlene E. Wehring, Cpa
  Bellville, TX
• 11/1996 → 09/2025
  Avantax Investment Services, Inc.
  Bellville, TX
• 04/1998 → 09/2025
  Avantax Advisory Services
  Bellville, TX
• 11/1982 → 12/2022
  Charlene E Wehring Cpa, Pllc
  Bellville, TX
• 09/2016 → Present
  Charlene E Wehring Cpa, Pllc
  Bellville, TX
• 06/2017 → Present
  Charlene E Wehring Disability Insurance Sales
  Bellville, TX
• 07/2018 → Present
  C Side Investments, Llc
  Bellville, TX
• 11/2021 → Present
  Wehring & Db Tax And Wealth Llcth
  Bellville, TX
• 06/2022 → Present
  Hall Wehring Cpas
  Bellville, TX
• 01/2023 → Present
  Db Wehring Wealth Llc
  Bellville, TX
• 07/2024 → Present
  510 Hickory Ventures, Llc
  Bellville, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  South Milwaukee, WI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-02-18 → 2025-09-05
  Avantax Advisory Services
  Bellville, TX
  Bellville, TX
  Dallas, TX
  Bellville, TX
  Bellville, TX
  South Milwaukee, WI

Other Businesses

1) Medical Insurance Sales~105 S Mathews;Bellville;TX;77418;Independent Insurance Agent;Insurance Sales Agent;4/1/2003;1hrs;1hrs;sell medical insurance through Blue Cross and Golden Rule Insurance 2) C Ray K LLC~P O Box 26 Bellville TX 77418; Other;1/1/2012;1hrs;1hrs;this entity was formed to hold my investment accounts 3) Anthony Lane Benson Irrv Tr;PO Box 26~Bellville;TX;77418;Other;Other;7/31/2014;1hrs;0hrs;Trustee of the Irrevocable Trust 4) Charlene E Wehring Disablilty insurance sales ;'NIR', 105 S Mathews Street,Bellville;T ;~77418;Insurance Agent;Insurance Sales Agent;6/23/2017;2hrs;2hrs;I will be selling disability insurance to persons in the medical profession 5) 722 HOLDINGS LLC~'NIR' PO BOX 26;BELLVILLE;TX;77418;Real Estate;Partner/General Partner;2/15/2017;5hrs;1hrs;We hold a piece of raw land and may be dividing it for sale or developing it. I keep the records and am a 1/3 member in the LLC 6) Charlene Wehring~'NIR'~105 S Mathews~Bellville~TX~77418~Rental Property Owner/Management~Owner/Sole Proprietor~12/1/2000~1hrs~0hrs~Owns 3 rent properties which she collects rental income on 7) 82 Journey LLC~'NIR'~P O Box 26~Bellville~TX~77418~Rental Property Owner/Management~Other~1/1/2012~1hrs~1hrs~to recieve rent and pay rental expenses 8) C Side Investments, LLC~'NIR'~P O Box 26~Bellville~TX~77418~Other~Owner~7/31/2018~.1hrs~.1hrs~I am the responsible person for handling this investment 9) WEHRING & DB TAX AND WEALTH LLCTH POSITION: member manager NATURE: organization formed to handle Payroll, Benefits and other common business expenses of Wehring Wealth Management and DB Tax and Wealth. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 11/10/2021 ADDRESS: 105 South Mathews, PO Box 26, Bellville TX 77418, United States DESCRIPTION: Business management, accounting and record keeping for this entity, research and development, administrative duties 10) HALL WEHRING CPAS POSITION: vice president NATURE: tax and accounting services INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 06/30/2022 ADDRESS: 105 South Mathews, Bellville TX 77418, United States DESCRIPTION: I prepare tax returns and financial statements and consult with business owners. 11) DBHW WEALTH PARTNERS; POSITION: Partner NATURE: This is a branding name that represents some businesses within our organization that are currently disclosed on my U-4. The businesses that fall under this brand are currently Hall Wehring CPAs and Wehring & DB Tax and Wealth. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2022; 105 South Mathews, Bellville TX 77418, US; This is strictly a DBA that we use for branding and Marketing. There are no daily duties and responsibilities associated with this DBA. This DBA will appear on our emails and social media, signage, website and other marketing materials. 12) DB WEHRING WEALTH LLC POSITION: Managing member NATURE: this entity is providing financial planning and investment services INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 110 START DATE: 01/01/2023 ADDRESS: 105 South Mathews, Bellville TX 77418, United States DESCRIPTION: financial planning, investment advisory services, insurance planning, practice management and 13) 510 Hickory Ventures, LLC; managing Member; Rental Real Estate; NIR; 0; 07/24/2024; PO Box 26 Bellville TX 77418; Analyzing and buying properties for rental purposes

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-01-17

Other Names

• Charlene Ebert Wehring