Rodney Allen Linehan

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

• 01/1992 → Present
  Rodney A. Linehan, Cpa
  Houston, TX
• 07/1998 → 09/2025
  Avantax Investment Services, Inc.
  Houston, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Conroe, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-03-09 → 2025-09-05
  Avantax Advisory Services
  Houston, TX
  Conroe, TX
  Dallas, TX

Other Businesses

1) Fiduciary Appointment-Trustee 2 Merit Woods Pl~The Woodlands~TX~77382~3/26/2014~1hrs~1hrs~Trustee of assets 2) Rodney A. Linehan, CPA 2 Merit Woods Pl~The Woodlands~TX~77382~Accounting Services/Tax Preparation~Owner~1/1/1992~130hrs~130hrs~Owner| 3) K H 2014 IRRV TRUSTS FBO KATHERINE E. HA POSITION: Trustee NATURE: Fiduciary Appointment INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/29/2014; 2 Merit Woods Pl, The Woodlands TX 77382, Trustee

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1998-09-09

Designations

• Certified Financial Planner

Other Names

• Rodney Allen Linehan