Daniel Jacob Konen

Current Employers

Employment History

• 06/1994 → 06/2020
  Konen Angus
  Fairfield, MT
• 11/1999 → 10/2019
  1St Global Capital Corp
  Great Falls, MT
• 11/2000 → 10/2019
  1St Global Advisors, Inc
  Great Falls, MT
• 07/2006 → 10/2024
  Junkermier Clark Campanella Stevens Pc
  Great Falls, MT
• 07/2011 → 09/2025
  Avantax Insurance Services, Inc.
  Great Falls, MT
• 10/2019 → 09/2025
  Avantax Advisory Services
  Great Falls, MT
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Great Falls, MT
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Great Falls, MT
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2024 → Present
  Junkermier Clark Campanella Stevens Pc
  Great Falls, MT

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Great Falls, MT
• 2000-11-13 → 2019-10-25
  1St Global Advisors Inc
  Great Falls, MT

Other Businesses

1) TRUSTEEE FOR EDD A. & VIRGINIA M. PERRY IRREVOCABLE TRUST POSITION: TRUSTEE NATURE: TRUST INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/12/2012 ADDRESS: Great Falls MT 59405, United States DESCRIPTION: TRUSTEE, PROVIDE TAX PREPARATION AND MANAGEMENT OF THE TRUST. 2) INSPIRED ENTERTAINMENT, LLC POSITION: MEMBER NATURE: ENTERTAINMENT AND TALENT MANAGEMENT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2009 ADDRESS: Los Angeles CA , United States DESCRIPTION: Member. 3) BROADWATER BAY PARTNERS, LLC POSITION: MANAGER/MEMBER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2006 DESCRIPTION: MGMT OF BLDG ACTIVITY, COLLECT RENTS, PAY BILLS, NEGOTIATE RENT TERMS W/ TENANTS. 4) ROY J KONEN AND MARY L KONEN LIVING TRUST POSITION: Co-Trustee NATURE: Listed as a Co-Trustee for my father's living trust. My mother died 1/31/24 so my father added me as a Co-Trustee of the trust. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2024 ADDRESS: 501 Park Drive South, Great Falls MT 59403, United States DESCRIPTION: Pay bills if my father is unable. Manage the investment accounts with Avantax. Assist my father in making financial decisions. 5) JCCS, P.C.; NIR; 6) NAME OF OTHER BUSINESS: JUNKERMIER CLARK CAMPANELLA STEVENS PC INVESTMENT RELATED: NO ADDRESS: 501 PARK DRIVE SOUTH GREAT FALLS MT 59405 NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 11/2024 POSITION/TITLE/RELATIONSHIP: EMPLOYEE APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: PREPARE AND REVIEW TAX RETURNS ON AN AS NEEDED BASIS

Exams

• S66 Uniform Combined State Law Examination
  1999-12-30