Diana Kay Blackburn

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

• 11/1997 → Present
  Tax Wise Assistance
  Blanco, TX
• 09/2004 → 09/2025
  Avantax Investment Services, Inc.
  Blanco, TX
• 06/2015 → 09/2025
  Avantax Advisory Services
  Blanco, TX
• 08/2008 → Present
  Diana Blackburn
  Blanco, TX
• 09/2004 → 09/2025
  Avantax Insurance Agency, Llc
  Blanco, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Blanco, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-06-19 → 2025-09-05
  Avantax Advisory Services
  Blanco, TX

Other Businesses

1) Tax Wise Assistance~'NIR'~267 Pancho's Trail, P O Box 567~Blanco~TX~78606~Accounting~Tax Preparation/Accounting~10/13/2004~160hrs~100hrs~personal income tax 2) Blanco Performing Atrs~'NIR'~203 Fleps Drive~Blanco~TX~78606~Other~Other~8/1/2014~1hrs~0hrs~Accounting for Blanco Performing Arts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-12
• S63 Uniform Securities Agent State Law Examination
  1997-01-24

Other Names

• Dj Blackburn