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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | New Iberia | LA | 09/2004 | 09/2025 |
| Lynn Derouen | New Iberia | LA | 06/2000 | Present |
| High School/College | New Iberia, Shreveport | LA | 06/1994 | Present |
| Avantax Advisory Services | New Iberia | LA | 07/2008 | 09/2025 |
| Avantax Insurance Agency, Llc | New Iberia | LA | 06/2006 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | New Iberia | LA | 09/2020 | 09/2025 |
| Index Annuities | New Iberia | LA | 09/2020 | Present |
| Kcs Wealth Advisors, Llc Dba Kore Financial Group | New Iberia | LA | 10/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) American Cancer Society Pinhook Lafayette LA 70503 Other~4/20/2011~10hrs~5hrs~board member 2) Junior League of Lafayette River Ranch Lafayette LA 70503 Other~6/1/2010~20hrs~5hrs~memb 3) Lynn DeRouen 13 East Main Street New Iberia LA 70560 Professional Services - Business/Individual~Business/Management Consultant~8/24/2004~15hrs~15hrs~answering phones and helping with paperwork 4) DeRouen Financial Management, LLC 3909 Ambassador Caffery Parkway, Building G1 Lafayette LA 70503 Other~Vice; resident; 1/1/2006; 100hrs; 80hrs; operational/marketing name only 5) CHELLEBELLE1812 ART; POSITION: owner NATURE: local art works INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022; 2014 old jeanerette road, New Iberia, LA 70563: I am the painter, along with my mom, of the artwork 6) KCS WEALTH ADVISORS, LLC DBA KORE FINANCIAL GROUP POSITION: Senior Financial Advisor NATURE: Licensed financial professional providing financial services to clients INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 10/16/2024 ADDRESS: 450 E. Main Street, New Iberia LA 70560, United States DESCRIPTION: top 5 job activities include: providing financial services to clients discussing financial aspects of their lives determining appropriate investments based on risk tolerance interacting with clients meeting with clients on regular basis to discuss their financial goals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-31 |
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