Ramie M Halloway

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

• 10/2015 → 09/2025
  Avantax Insurance Agency Llc
  Matteson, IL
• 10/2015 → 09/2025
  Avantax Investment Services, Inc.
  Matteson, IL
• 08/2016 → 08/2022
  Best Buy
  Tinley Park, IL
• 04/2018 → Present
  Strategize Wealth Management Group Inc.
  Orland Park, IL
• 01/2021 → Present
  Strategize Tax Llc
  Orland Park, IL
• 11/2021 → Present
  Best Buy
  Merrillville, IN
• 06/2025 → 09/2025
  Avantax Advisory Services
  Matteson, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Orland Park, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-07-03 → 2025-09-05
  Avantax Advisory Services
  Orland Park, IL
  Dallas, TX
  Crown Point, IN

Other Businesses

1) Ramie M Halloway~'NIR'~21223 White Cloud Drive~Matteson~IL~60443~Other~Other~10/1/2015~30hrs~15hrs~Operational and/or Marketing Name for HD Vest Services 2) POSITION: Insurance Sales Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/17/2020 ADDRESS: 3200 Olympus Blvd., Suite 100, Dallas TX 75019, DESCRIPTION: Sale of insurance products through Avantax Insurance Services and/or Avantax Insurance Agency. 3) BEST BUY POSITION: Sales Associate/Executive NATURE: Retail INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 11/23/2021 ADDRESS: 2490 E 79TH AVE, MERRILLVILLE IN 46410, United States; DESCRIPTION: Selling Appliances 4) STRATEGIZE TAX LLC POSITION: Tax Preparer NATURE: The company prepares tax returns for the public and assists them in filing their returns for a fee. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021; ADDRESS: 10431 Louetta Lane, Orland Park IL 60467, United States; DESCRIPTION: I prepare taxes using a PTIN, I facilitate the processing of tax returns for the public, and I assist in the collection of payment of tax return fees from the public. 5) RAMIE M HALLOWAY POSITION: Other NATURE: Other INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 10/01/2015 ADDRESS: 942 Cypress Point Drive, Crown Point IN 46307, United States DESCRIPTION: Operational and/or Marketing Name for Avantax Services 6) STRATEGIZE TAXES & INVESTMENTS POSITION: DBA NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: 9538 W 147th Street, Orland Park IL 60462, United States DESCRIPTION: DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-27
• S63 Uniform Securities Agent State Law Examination
  2010-10-21