Nathan Ryan Bitner

Current Employers

Employment History

• 01/2014 → 12/2019
  Avantax Investment Services, Inc.
  Irving, TX
• 02/2014 → 12/2019
  Avantax Advisory Services
  Irving, TX
• 12/2019 → 06/2021
  Charles Schwab And Co., Inc.
  Westlake, TX
• 06/2021 → 09/2025
  Avantax Advisory Services
  Lakeway, TX
• 06/2021 → 09/2025
  Avantax Investment Services, Inc.
  Lakeway, TX
• 06/2021 → Present
  Turner Wealth Management
  Lakeway, TX
• 04/2023 → Present
  Stream Wealth Partners Llc
  Lakeway, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lakeway, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2026 → Present
  Bitner Wealth Management
  Lakeway, TX

Previous Registrations

• 2021-06-18 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Lakeway, TX
  Rockwall, TX
  Lakeway, TX
• 2020-02-03 → 2021-06-22
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Westlake, TX
• 2014-02-20 → 2019-12-10
  Avantax Advisory Services
  Wylie, TX
• 2012-10-01 → 2013-10-16
  J.P. Morgan Securities Llc
  Mesquite, TX
  Garland, TX
  Wylie, TX
  Rowlett, TX
  Garland, TX
• 2012-04-28 → 2012-10-01
  Chase Investment Services Corp.
  Garland, TX
  Garland, TX
  Rockwall, TX
  Garland, TX
  Wylie, TX
  Mesquite, TX

Other Businesses

1) STREAM WEALTH PARTNERS LLC POSITION: Financial Advisor NATURE: Entity name for the ensemble practice. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2023 ADDRESS: 1008 RR 620 South, Ste 202, Lakeway TX 78734, United States DESCRIPTION: Stream is the client facing brand forour clients through Avantax. I will be helping with branding and long term growth strategies. 2) NAME OF OTHER BUSINESS: BITNER WEALTH MANAGEMENT INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGMENT

Exams

• S66 Uniform Combined State Law Examination
  2012-03-30
• S63 Uniform Securities Agent State Law Examination
  2008-02-25

Other Names

• Nathan Bitner