Jeffrey Paul Deissler

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

• 09/1999 → Present
  Independent Tax And Financial Plan
  Holland, PA
• 12/1999 → 09/2025
  Avantax Investment Services, Inc.
  Holland, PA
• 01/2017 → 09/2025
  Avantax Advisory Services
  Holland, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Holland, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-01-24 → 2025-09-05
  Avantax Advisory Services
  Holland, PA
• 2000-11-09 → 2017-12-31
  Independent Tax & Financial Planners, P.C.
  Holland, PA

Other Businesses

Independent Tax & Financial Planners PC~130 Buck Rd. STE 101~Holland~PA~18966~Tax Preparation/Accounting~Employee~9/23/1999~30hrs~30hrs~Tax Preparation and Accounting

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-12-16