Della Marie Lounsbery

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

• 04/2013 → 09/2025
  Avantax Investment Services, Inc.
  Middletown, NY
• 11/2014 → 09/2025
  Avantax Advisory Services
  Middletown, NY
• 01/2014 → 08/2024
  Stephen E.PLain Llc
  Middletown, NY
• 01/2014 → 08/2024
  Stephen E. Plain Llc Dba Sep Financial Services
  Goshen, NY
• 09/2024 → Present
  Avantax Planning Partners, Inc.
  Middletown, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Middletown, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-18 → 2025-09-05
  Avantax Advisory Services
  Goshen, NY
  Dallas, TX
  Middletown, NY

Other Businesses

1) STEPHEN E. PLAIN LLC DBA SEP FINANCIAL SERVICES: POSITION: Employee NATURE: Tax Preparation/Accounting INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2014; ADDRESS: 5 Hatfield Lane, Suite 2A-2, Goshen NY 10924: taxes 2) PIPELOGIX LMS INC. POSITION: none NATURE: I share office space with my husband who is the Director of Business Development at this business INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/22/2024 ADDRESS: 780 Long Beach Blvd, Long Beach NY 11561, United States DESCRIPTION: I share office space. My husband, James O Lounsbery and I both work from home and share space. We have separate computers, printers and scanners and files are maintained in our companies cloud systems. 3) NAME OF OTHER BUSINESS: MIDDLETOWN BPOE LODGE 1097; INVESTMENT RELATED: NO; ADDRESS: 48 PROSPECT ST, MIDDLETOWN, NY 10940; NATURE OF BUSINESS: BOARD; START DATE: 4/2026; POSITION/TITLE/RELATIONSHIP: TRUSTEE CHAIRPERSON; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: ATTEND DISTRICT DEPUTY CLINICS, ASSIST HOUSE COMMITTEE WITH DECISIONS & ASSIST WITH AN ANNUAL BUDGET;

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-08-19

Other Names

• Della Marie Mcgoey