Zachary Thomas Omanson

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

• 06/2014 → 11/2016
  Wells Fargo Advisors, Llc
  West Palm Beach, FL
• 06/2014 → 01/2019
  Wells Fargo Clearing Services, Llc
  West Palm Beach, FL
• 01/2019 → 07/2022
  National Securities Corp
  Boca Raton, FL
• 01/2019 → 07/2022
  National Asset Management
  Boca Raton, FL
• 07/2022 → 09/2022
  B. Riley Wealth Management
  Boca Raton, FL
• 01/2019 → 09/2022
  B. Riley Wealth Advisors, Inc.
  Boca Raton, FL
• 09/2022 → 09/2025
  Avantax Investment Services, Inc.
  Boca Raton, FL
• 09/2022 → 09/2025
  Avantax Advisory Services
  Boca Raton, FL
• 09/2022 → 10/2022
  Avantax Insurance Agency, Llc
  Boca Raton, FL
• 12/2020 → 03/2023
  Utt Holdings Llc Dba United Team Tax & Financial Planning
  Boca Raton, FL
• 09/2022 → Present
  United Team Wealth Management
  Boca Raton, FL
• 10/2022 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Boca Raton, FL
• 11/2022 → Present
  Utt Holdings Llc Dba United Team Tax
  Boca Raton, FL
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Boca Raton, FL
• 01/2026 → Present
  Awp Anderman Wealth Partners Llc
  Boca Raton, FL

Previous Registrations

• 2022-10-04 → 2025-09-05
  Avantax Advisory Services
  Boca Raton, FL
• 2019-01-29 → 2022-09-30
  B. Riley Wealth Advisors, Inc.
  Boca Raton, FL
• 2014-06-30 → 2019-02-01
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  Delray Beach, FL
  Boynton Beach, FL
  Boynton Beach, FL
• 2012-10-01 → 2014-07-08
  J.P. Morgan Securities Llc
  Lantana, FL
  Boynton Beach, FL
  Boynton Beach, FL
  Boca Raton, FL
  Boca Raton, FL
• 2012-05-08 → 2012-10-01
  Chase Investment Services Corp.
  Lantana, FL
  Boynton Beach, FL
  Boynton Beach, FL
  Lantana, FL
• 2010-07-08 → 2011-02-25
  Boulder Investment Group
  Overland Park, KS
• 2009-01-07 → 2010-03-08
  Investment Advisors International, Inc.
  Greenwood Village, CO
  Louisville, KY

Other Businesses

1) UNITED TEAM WEALTH MANAGEMENT; POSITION: Manager NATURE: DBA for Avantax related business INVESTMENT RELATED: Yes, NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 09/29/2022; 2500 North Military Trail, STE 206, Boca Raton FL 33431, Provide sales and service of investments and insurance through Avantax. 2) UTT HOLDINGS LLC DBA UNITED TEAM TAX POSITION: Manager NATURE: Health Insurance Sales and Service, Property and Casualty Insurance Sales and Service, Tax Preparation, Resolution and Bookkeeping Services. INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 11/02/2022 ADDRESS: 2500 North Military Trail, Suite 206, Boca Raton FL 33431, United States DESCRIPTION: Sales and service of Health Insurance, Property and Casualty insurance. Tax Preparation, Resolution and Bookkeeping. 3) NAME OF OTHER BUSINESS: AWP ANDERMAN WEALTH PARTNERS LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2026, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-01
• S63 Uniform Securities Agent State Law Examination
  2008-01-11

Other Names

• Zach Omanson
• Zachary Thomas Omanson
• Zachary T. Omanson