Paul E Dillman

Current Employers

Employment History

• 01/1979 → Present
  P&L Accounting & Tax Service
  Oak Forest, IL
• 11/2002 → Present
  P&L Financial Services Inc
  Oak Forest, IL
• 08/2009 → 09/2025
  Avantax Investment Services, Inc.
  Oak Forest, TX
• 08/2009 → 09/2025
  Avantax Advisory Services
  Oak Forest, IL
• 08/2009 → 09/2025
  Avantax Insurance Agency, Llc
  Oak Forest, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Oak Forest, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2009-08-14 → 2025-09-05
  Avantax Advisory Services
  Oak Forest, IL
  Oak Forest, IL
  Dallas, TX
  Sequim, WA
• 2009-01-22 → 2009-08-14
  Mutual Service Corporation
  Oak Forest, IL
  Naperville, IL
  Naperville, IL
• 2003-01-13 → 2004-02-18
  Avantax Advisory Services
  Tinley Park, IL

Other Businesses

1) Helping Neighbors Worldwide Ministries PO Box 253~Oak Forest~IL~60452~Other~Accountant/Bookkeeper~10/4/2002~4hrs~0hrs~Treasurer of the Organization 2) P& L Financial Services Inc 14930 S Ciscero Ave, Ste 2~Oak Forest~IL~60452~Other~Owner/Sole Proprietor~11/1/2002~0hrs~0hrs~operatinal/marketing name only 3) P& L Accounting and Tax Service, LLP 14930 S Cicero Ave, Ste 1B~Oak Forest~IL~60452~Tax Preparation/Accounting~Accountant/Bookkeeper~1/1/1979~80hrs~40hrs~Provide accounting anf tax preparation services to clients 4) WMREPS.COM POSITION: CEO NATURE: The website name for our group of Avantax Reps. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2020 ADDRESS: 14930 S. Cicero Ave., Ste. 1B, Oak Forest IL 60452, United States DESCRIPTION: Mentor and Lead Rep for a group of Avantax Reps. 5) Wealth Management Reps; DBA; DBA; IR; 0; 09/23/2020; 14930 S. Cicero Avenue Oak Forest IL 60452; Wealth Management Reps

Exams

• S66 Uniform Combined State Law Examination
  2002-10-25

Designations

Other Names

• Paul E Dillman