Angela Lee Moyer

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

• 09/2002 → 03/2017
  Ameriprise Financial Services, Inc.
  Troy, MI
• 08/2018 → 09/2025
  Avantax Investment Services, Inc.
  White Lake, MI
• 08/2018 → 09/2025
  Avantax Advisory Services
  White Lake, MI
• 04/2017 → 07/2018
  Unemployed
  White Lake, MI
• 08/2018 → 09/2025
  Avantax Insurance Agency, Llc
  White Lake, MI
• 04/2020 → 05/2021
  D.A.M. Taxes Llc
  White Lake, MI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  White Lake, MI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-08-27 → 2025-09-05
  Avantax Advisory Services
  White Lake, MI
• 2011-05-12 → 2017-04-04
  Ameriprise Financial Services, Llc
  Livonia, MI
  Livonia, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-03
• S63 Uniform Securities Agent State Law Examination
  2002-12-19

Other Names

• Angela Lee Moyer
• Angela Lee Parks