Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-09-05
  • KY RA
    APPROVED
    Since 2025-09-05

Branch Locations

3050 John Puryear Dr, Paducah, KY 42003 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ih Mississippi Valley Credit Union Moline IL 09/2009 09/2019
Ihmvcu Investment Services/Lpl Financial Llc Davenport IA 09/2019 11/2021
Trustage/Cuna Brokerage Services, Inc. Bettendorf IA 11/2021 05/2022
Cuna Mutual Group Waverly IA 11/2021 06/2023
Trustage/Lpl Financial Llc Bettendorf IA 05/2022 06/2023
Unemployment Calvert City KY 06/2023 07/2023
Avantax Investment Services Inc. Calvert City KY 07/2023 09/2025
Avantax Advisory Services Calvert City KY 07/2023 09/2025
Avantax Insurance Agency And/Or Avantax Insurance Services. Paducah KY 07/2023 09/2025
Cetera Wealth Services, Llc Paducah KY 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 09/2009 → 09/2019
    Ih Mississippi Valley Credit Union
    Moline, IL
  • 09/2019 → 11/2021
    Ihmvcu Investment Services/Lpl Financial Llc
    Davenport, IA
  • 11/2021 → 05/2022
    Trustage/Cuna Brokerage Services, Inc.
    Bettendorf, IA
  • 11/2021 → 06/2023
    Cuna Mutual Group
    Waverly, IA
  • 05/2022 → 06/2023
    Trustage/Lpl Financial Llc
    Bettendorf, IA
  • 06/2023 → 07/2023
    Unemployment
    Calvert City, KY
  • 07/2023 → 09/2025
    Avantax Investment Services Inc.
    Calvert City, KY
  • 07/2023 → 09/2025
    Avantax Advisory Services
    Calvert City, KY
  • 07/2023 → 09/2025
    Avantax Insurance Agency And/Or Avantax Insurance Services.
    Paducah, KY
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Paducah, KY
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2023-07-11 → 2025-09-05
    Avantax Advisory Services
    Paducah, KY
  • 2022-05-18 → 2023-07-26
    Bettendorf, IA
    Bettendorf, IA
  • 2021-11-12 → 2022-05-18
    Cuna Brokerage Services, Inc.
    Bettendorf, IA
    Waverly, IA
    Bettendorf, IA
  • 2019-11-04 → 2021-11-09
    Bettendorf, IA
  • 2009-04-27 → 2009-09-22
    Wells Fargo Investments, Llc
    Rock Island, IL
    Galesburg, IL
Other Businesses

1) M. DEAN OWEN, CPA, PSC POSITION: Financial Advisor NATURE: Learn the financial needs of individuals and help them with decisions on investments tax laws, insurance, and investing. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/17/2023 ADDRESS: 5978 Old U.S. Hwy. 45 S., Paducah KY 42003, United States DESCRIPTION: 1. Investment Advice 2. Tax planning 3. Estate planning

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-04
  • S66 Uniform Combined State Law Examination
    2019-11-04
Other Names
  • Jason Miller
  • Jason M Miller

View on SEC IAPD

More in Paducah, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor