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Terrance Joseph Keenan

Avantax Planning Partners, Inc.

Lafayette, LA

New Iberia, LA

Cetera Investment Advisers LLC

New Iberia, LA

Lafayette, LA

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Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-24
LA RA APPROVED 2025-10-21
  • TX RA
    APPROVED
    Since 2026-03-24
  • LA RA
    APPROVED
    Since 2025-10-21

Branch Locations

2000 Kaliste Saloom Rd Ste 300, Lafayette, LA 70508 • United States

1101 E Admiral Doyle Dr Ste 106, New Iberia, LA 70560 • United States

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-22
LA RA APPROVED 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2026-02-22
  • LA RA
    APPROVED
    Since 2025-09-05

Branch Locations

1101 E Admiral Doyle Dr Ste 106, New Iberia, LA 70560 • United States

2000 Kaliste Saloom Rd Ste 300, Lafayette, LA 70508 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
1St Global Capital Corp. New Iberia LA 05/2015 10/2019
1St Global Advisors, Inc. New Iberia LA 05/2015 10/2019
Avantax Insurance Services, Inc. New Iberia LA 11/2016 09/2025
Avantax Investment Services, Inc. New Iberia LA 10/2019 09/2025
Avantax Advisory Services New Iberia LA 10/2019 09/2025
Cetera Wealth Services, Llc El Segundo CA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
Avantax Planning Partners Inc Dubuque IA 09/2025 Present
  • 05/2015 → 10/2019
    1St Global Capital Corp.
    New Iberia, LA
  • 05/2015 → 10/2019
    1St Global Advisors, Inc.
    New Iberia, LA
  • 11/2016 → 09/2025
    Avantax Insurance Services, Inc.
    New Iberia, LA
  • 10/2019 → 09/2025
    Avantax Investment Services, Inc.
    New Iberia, LA
  • 10/2019 → 09/2025
    Avantax Advisory Services
    New Iberia, LA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2025 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 09/2025 → Present
    Avantax Planning Partners Inc
    Dubuque, IA
Previous Registrations
  • 2019-10-25 → 2025-09-05
    Avantax Advisory Services
    New Iberia, LA
    Lafayette, LA
  • 2015-09-11 → 2019-10-25
    1St Global Advisors Inc
    New Iberia, LA
    New Iberia, LA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-11
  • S66 Uniform Combined State Law Examination
    2015-09-11
Other Names
  • Terry Keenan
  • Terrance Keenan
  • Terrance Joseph Keenan

View on SEC IAPD

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