Bart Patrick Allard

Current Employers

Employment History

• 09/1999 → Present
  Allard & Company, P.A.
  Rogers, AR
• 12/2003 → 10/2019
  1St Global Capital Corp
  Rogers, AR
• 02/2005 → 09/2025
  Avantax Insurance Services, Inc.
  Rogers, AR
• 01/2004 → 10/2019
  1St Global Advisors, Inc.
  Rogers, AR
• 10/2019 → 09/2025
  Avantax Advisory Services
  Rogers, AR
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Rogers, AR
• 12/2004 → 09/2025
  Avantax Insurnace Agency And/Or Avantax Insurance Services
  Rogers, AR
• 02/2024 → Present
  Avantax Planning Partners, Inc.
  Rogers, AR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Rogers, AR
• 2004-01-02 → 2019-10-25
  1St Global Advisors Inc
  Rogers, AR
• 2008-07-21 → 2008-11-17
  Lundy Allard Wealth Management, Llc
  Rogers, AR
• 2003-04-24 → 2004-01-08
  Equitable Advisors, Llc
  Rogers, AR

Other Businesses

1) ALLARD FINANCIAL ADVISORS, LLC (FORMALLY LUNDY ALLARD WEALTH MANAGEMENT, LLC) 107 N 37TH ST ROGERS AR INVESTMENT RELATED: Yes 90% OWNER 12/4/03 80 HRS PER MO FINANCIAL SERVICES ENTITY. 2) ALLARD RENTALS, LLC; ROGERS, AR; INVESTMENT RELATED: Yes; 100% OWNER; 11/2008; 1 HOUR/MONTH; FIRM BUILDING 3)INSURANCE; DISABILITY PRODUCT; AGENT; NO HOURS/MONTH 3) ALLARD FINANCIAL ADVISORS, LLC (FORMALLY LUNDY ALLARD WEALTH MANAGEMENT, LLC) ; OWNER; FINANCIAL SERVICES ENTITY; IR; 80; 12/03/2003; 107 N 37th St Rogers AR 72756; 3) WHEELHOUSE, INC. POSITION: Treasurer NATURE: My son, John-Paul Allard,who is 19 started a business. The business provides retail support for companies selling products to big box retailers and Amazon. This is a small business as John-Paul is the only person working in the business and is a full time college student. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2020 ADDRESS: 6313 W Valley View Rd, Rogers AR 72758, DESCRIPTION: I am the treasurer for my son's company.I help him with the accounting. I am not paid and receive no benefits for helping him.

Exams

• S66 Uniform Combined State Law Examination
  2003-01-13

Designations