Alan Elmer Wolters

Current Employers

Employment History

• 11/1999 → 10/2019
  1St Global Capital Corp
  Celina, OH
• 06/1999 → Present
  Moorman Harting & Co
  Celina, OH
• 02/2000 → 10/2019
  1St Global Advisors, Inc.
  Celina, OH
• 11/2003 → 09/2025
  Avantax Insurance Services, Inc.
  Celina, OH
• 10/2019 → 09/2025
  Avantax Advisory Services
  Celina, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Celina, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Maria Stein, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Celina, OH
  Celina, OH
  Maria Stein, OH
• 2000-02-10 → 2019-10-25
  1St Global Advisors Inc
  Celina, OH

Other Businesses

1) TASC; OUTSIDE REFERRAL; SECTION 105 & 125 PLANS; IR; HRS 1; HRS 0; 01/01/2008; Celina OH; REFERRAL OF TAX CLIENTS TO SET UP SECTION 105 & 125 PLANS 2) WOLTERS FARMS; PARTNER; LAND RENTAL REAL ESTATE; IR; HRS 2; HRS 0; 01/01/1998; Maria Stein OH; Rents 25 acres to an area farmer 3) MOORMAN HARTING FINANCIAL SERVICES, LTD; FINANCIAL ADVISOR/PARTNER; FINANCIAL SERVICES FIRM; IR; HRS 30; HRS 30; 12/01/1999; 531 E Market Street, Celina OH 45822; Financial advisor and a licensed insurance agent duties 4) MOORMAN HARTING PARTNERSHIP; OWNER; LIFE INSURANCE HOLDING COMPLANY; NIR; HRS 0; HRS 0; 11/01/2008; 815 W Main Street, Coldwater OH 45828, United States; Partner 5) RENTAL CONDO; Owner; purchasing a condo rental in Naples, Florida; NIR; HRS 5; HRS 0; 09/01/2020; 531 E. Market, Celina OH 45822, United States; Owner and management responsibilities, paying the bills, etc. A property management group will be in charge of renting the condo. 6) MOORMAN HARTING & CO; CPA; Tax, Accounting, and Payroll Service CPA firm; NIR; HRS 90; HRS 90; 06/01/1999; 815 W Main Street, Coldwater OH 45828, United States; CPA duties includes preparing tax returns, preparing financial statements, and payroll tax returns. Also includes consulting with business owners. 7) 815 INVESTMENTS, LTD; OWNER; REAL ESTATE RENTAL; IR; HRS 0; HRS 0; 01/01/2002; 815 W Main Street, Coldwater OH; A LIMITED LIABILITY COMPANY THAT OWNS THE REAL ESTATE & BUILDING IN WHICH THE ACCOUNTING & FINANCIAL SERVICES FIRM RENTS 8) MARION TOWNSHIP COMBINED CHARITY; Treasurer; I am responsible for making the deposits from the annual fund drive, reconcile the checkbook, and write the checks to the various non-profit organizations. No investments are involved.; NIR; HRS 1; HRS 0; 01/01/1997; 8090 State Route 119, Maria Stein OH; I give a report to the President of the total amount collected, and the total amount paid to each various non-profit organizations. 9) BWB NORTH LLC; Member; Rental of a Commercial Building, portion of this will be a over a 3,000 sq ft office to Moorman, Harting & Co. and Moorman, Harting Financial Services, Ltd. and a different portion of the building will be approximately 80 x 40 rented space daily to the general public for like parties; IR; HRS 2; HRS 0; 11/01/20240 10) Member of the Mercer County Urban Zone and Advisory Board; volunteer Member; I would serve on an advisory board that meets one time a year. This advisory board only recommends to the county commissioners and the director of county economic development director on existing tax abatement continuation for the next year.; NIR; 0; 07/01/2021; Market Street Celina OH 45822; Only advises, review of the company's financial statements. Meets 1 time a year, to review existing tax abatements. Does not review any new applications.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-29