Pamela Anne Bettenhausen

Current Employers

Employment History

• 09/2015 → 09/2025
  Avantax Investment Services, Inc.
  Orland Park, IL
• 09/2015 → 04/2019
  Hd Vest Insurance Agency, Inc
  Irving, TX
• 08/2016 → Present
  Strategize Insurance Agency Llc
  Frankfort, IL
• 01/2019 → Present
  North American Compnay For Life
  Sioux Falls, SD
• 04/2018 → Present
  Strategize Wealth Management Group Inc.
  Orland Park, IL
• 04/2016 → 09/2025
  Avantax Advisory Services
  Orland Park, IL
• 04/2018 → Present
  Strategize Wealth Management Group Inc.
  Orland Park, IL
• 04/2019 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Orland Park, IL
• 11/2020 → Present
  Eia/Fia
  Orland Park, IL
• 01/2021 → Present
  Strategize Tax Service Llc
  Orland Park, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Joliet, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Strategize Home Solutions Llc
  Joliet, IL

Previous Registrations

• 2016-04-05 → 2025-09-05
  Avantax Advisory Services
  Joliet, IL
  Orland Park,, IL
  Dallas, TX
  Frankfort, IL

Other Businesses

1) Strategize Insurance Agency LLC~'NIR'~15255 S. 94th Ave.; Orland Park~IL~60462~Other~Owner~8/8/2016~20hrs~0hrs~Training and support for agents. 2) North American Company for Life; Non investment related; P.O. Box 5089~Sioux Falls~SD~57117~Insurance Agent~Agent~1/9/2019~2hrs~2hrs~I may sell fixed insurance product. 3) STRATEGIZE WEALTH MANAGEMENT GROUP INC., POSITION: Partner NATURE: Provides Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2018 ADDRESS: 10431 Louetta Lane, Orland Park IL 60467, United States; DESCRIPTION: Training and mentoring of independent professionals Board member. 4) STRATEGIZE TAX SERVICE LLC POSITION: SECRETARY/ADMINISTRATION 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: 40 SECURITIES TRADING HOURS: 0 START DATE: 05/13/2022 ADDRESS: 10431 LOUETTA LANE, Orland Park IL 60467, United States DESCRIPTION: I AM RESPONSIBLE FOR THE BUSINESS ACTIVITIES OF THE TAX SERVICE COMPANY. I AM RESPONSIBLE FOR ADMINISTRATION FOR THE BUSINESS ACTIVITIES. 5) 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. 6) NAME OF OTHER BUSINESS: STRATEGIZE HOME SOLUTIONS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REFERRAL MARKETING; START DATE: 1/2026 POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OWNER AND REFERRAL MARKETING FOR MORTGAGES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-28
• S63 Uniform Securities Agent State Law Examination
  2000-07-26

Other Names

• Trenda Bettenhausen