Patrick M. Denman

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

• 01/2012 → 08/2017
  Edward J Schellhammer, Ea
  Pen Argyl, PA
• 08/2008 → Present
  Green Pond Country Club
  Bethlehem, PA
• 05/2012 → 09/2025
  Avantax Investment Services, Inc.
  Pen Argyl, PA
• 01/2014 → 09/2025
  Avantax Advisory Services
  Pen Argyl, PA
• 10/2017 → Present
  Patrick M Denman
  Pen Argyl, PA
• 10/2013 → 09/2025
  Avantax Insurance Agency, Llc
  Pen Argyl, PA
• 08/2008 → Present
  Green Pond Country Club
  Bethlahem, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Pen Argyl, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-01-22 → 2025-09-05
  Avantax Advisory Services
  Pen Argyl, PA

Other Businesses

1) Patrick M Denman 500 E Laurel Ave Pen Argyl PA 18072 Accounting Services/Tax Preparation Owner 10/1/2017 16hrs~8hrs We will be conducting research on tax laws and strategizing with clients to minimize tax liability. We will work with clients to address their spending psychology, while identifying their attitudes towards spending. 2) National Wrestling Coaches Association - 501(c) (3) 330 Hostetter Rd Manheim PA 17545 Board Position/Officer Other 1/30/2020 3hrs~0hrs Ensures that all National WIBN banking/accounting policies are complied with as outlined in the local chapter agreement (e.g. exclusive use of WIBN authorized financial accounting software, 1099 forms are used for any people paid more than $600, all receipts are uploaded into the WIBN financial software, working directly with national WIBN auditors to navigate random annual audits, etc.). Collaborates with the Chair and other advisory board members to develop and submit an annual local chapter budget, strategic plan, and annual report for approval by the National WIBN. Budget & strategic plan must be submitted by November 1 of each year and the annual report must be submitted to WIBN National by January 30 of each year. Reconciles the local chapter membership dues and event management revenue with the designated WIBN national staff person each month. Has signature authority for all checks (ensures a 2nd signature is secured for all checks written)| 3) GREEN POND COUNTRY CLUB POSITION: Employee NATURE: Golf course greens maintenance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2008 ADDRESS: 3604 Farmersville Rd, Bethlahem PA 18020, DESCRIPTION: Provides maintenance for the facility

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-20
• S63 Uniform Securities Agent State Law Examination
  2012-08-07

Other Names

• Patrick M Denman