Hans Wilhelm Hoffmeyer

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

• 06/2011 → 09/2025
  Avantax Investment Services, Inc.
  Bethseda, MD
• 11/2007 → 12/2020
  Emerald Tax Services
  Cincinnati, OH
• 05/2012 → 09/2025
  Avantax Advisory Services
  Bethseda, MD
• 01/2017 → 11/2025
  Kevin O'REilly
  Ashton, MD
• 01/2021 → Present
  Potomanc Advisory Group
  Frederick, MD
• 05/2022 → Present
  Fixed Indexed Annuity
  Frederick, MD
• 08/2024 → Present
  Commercial Insurance
  Frederick, MD
• 03/2012 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Frederick, MD
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Frederick, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-05-04 → 2025-09-05
  Avantax Advisory Services
  Silver Spring, MD
  Washington, DC
  Arlington, VA
  Bethesda, MD
  Washington, DC
  Gaithersburg, MD
  Washington, DC
  Arlington, VA
  Arlington, VA
  Arlington, VA
  Frederick, MD
  Bethesda, MD

Other Businesses

1) INSURANCE MARKETING CETNER POSITION: Producer NATURE: Selling Health Dental, & Vision Insurance; Travel Insurance; Worker's Compensation, & Medicare Plans. These plans are for both group and individual purposes. I have disclosed this in the past with HD Vest. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2018 ADDRESS: 5386 Stone Road, Frederick MD 21703, United States DESCRIPTION: I gather information from the prospects, provide quotes, and help to execute purchases. 2) POTOMAC ADVISORY GROUP POSITION: Owner NATURE: This is our client facing brand. We did a rebrand last year from Emerald Advisor Group to Potomac Advisory Group. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2021 ADDRESS: 5386 Stone Road, Frederick MD 21703, United States DESCRIPTION: Tax preparation, Financial advising and Insurance. All Insurance and Financial planning are through Avantax. 3) HAGERTY INSURANCE POSITION: Producer NATURE: Selling insurance for classic boats, cars, motorcycles, hot rods, and military vehicles. This insurance is for collectors. Also opportunity to sell commercial insurance to museums, repair shops, & dealers that work in the classic vehicle sales area. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/04/2022; ADDRESS: 5386 Stone Road, Frederick MD 21703, United States DESCRIPTION: I would provide quotes of Hagerty Insurance for Property and casualty coverage. 4) Commercial Insurance; Producer; Sell commercial insurance to business clients such as Workers Compensation, E&O, Commercial Auto, bond, Business Owner's Policy, Crime, Credit Life, Cyber, Flood, General Liability, Property, and Umbrella though a portal called Bold Penguin.; NIR; 5; 08/08/2024; 5386 Stone Road Frederick MD 21703; I would be taking information from client and giving them quotes. If they want the policy I would give them instruction to pay that company.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-23
• S63 Uniform Securities Agent State Law Examination
  2011-09-09

Other Names

• Kevin Oreilly
• Kevin John O'REilly
• Kevin O'REilly