Gail Annette Barnes

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

• 05/2002 → 09/2025
  Avantax Investment Services, Inc.
  Indianapolis, IN
• 05/2013 → 09/2025
  Avantax Advisory Services
  Indianapolis, IN
• 01/2005 → Present
  Barnes Financial Services
  Indianapolis, IN
• 07/2004 → 09/2025
  Avantax Insurance Agency, Llc
  Indianapolis, IN
• 03/2021 → 06/2024
  Intuit Tax
  Indianapolis, IN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Indianapolis, IN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-05-30 → 2025-09-05
  Avantax Advisory Services
  Indianapolis, IN
  Houston, TX

Other Businesses

1) Barnes Financial Services~'NIR'~1717 West 86th Street, Ste 200~Indianapolis~IN~46260~Accounting/Bookkeeping (No Tax Preparation)~Accountant/Bookkeeper~1/1/2005~140hrs~0hrs~Data Compilation, Tax Preparation, Quickbook Training

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-18
• S63 Uniform Securities Agent State Law Examination
  2002-11-14

Designations

• Personal Financial Specialist

Other Names

• Gail Annette Adams