Timothy Fontenot

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 → 09/2025
  Avantax Investment Services, Inc.
  North Richland Hills, TX
• 11/2004 → 09/2025
  Avantax Advisory Services
  North Richland Hills, TX
• 08/2007 → 08/2023
  Thomson Reuters
  Fort Worth, TX
• 01/2002 → 09/2025
  Avantax Insurance Agency, Llc
  North Richland Hills, TX
• 01/2024 → Present
  Keller Public Arts Board
  Keller, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Keller, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-11-15 → 2025-09-05
  Avantax Advisory Services
  North Richland Hills, TX
  North Richland Hills, TX
  Keller, TX

Other Businesses

1) TIMOTHY FONTENOT, CPA POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2005 ADDRESS: 351 Park North Lane, Keller TX 76248, United States DESCRIPTION: Provide tax preparation services. 2) KELLER PUBLIC ARTS BOARD POSITION: Alternate board member NATURE: The Keller Public Arts board is a voluntary board that serves the city council of Keller in promoting public arts in the city of Keller. The board meets monthly and periodically attends city of Keller hosted public arts events. The board also votes on public art submissions that will be used or displayed by the city. The board publicly promotes the events verbally through verbal communications. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 1100 Bear Creek Parkway, Keller TX 76248, United States DESCRIPTION: My role as a non-voting alternate board member is to support the activities of the he Keller Public Arts board, attend monthly meetings, contribute to board discussions by offering opinions or suggestions on agenda topics. I also attend city of Keller public art events when they fit my schedule. Should a full board member resign then my position on the board would change to a voting position. If my position changes to a voting submission I understand that I will need to update this OBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-12-27
• S63 Uniform Securities Agent State Law Examination
  1998-01-30

Other Names

• T Fontenot