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Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-09-05
TX RA APPROVED_RES 2025-09-05
WY RA APPROVED 2025-09-05
  • MT RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2025-09-05
  • WY RA
    APPROVED
    Since 2025-09-05

Branch Locations

1716 W Main Street Ste 5, Bozeman, MT 59715 • United States

600 East 1St Street, Casper, WY 82601 • 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 Casper WY 07/2005 10/2019
1St Global Advisors, Inc. Casper WY 06/2007 10/2019
Avantax Insurance Services, Inc. Casper WY 07/2007 09/2025
Deanna R Pickering, Cpa Casper WY 08/2016 01/2018
Porter, Muirhead, Cornia & Howard Casper WY 01/2018 Present
Avantax Investment Services, Inc. Casper WY 10/2019 09/2025
Avantax Advisory Services Casper WY 10/2019 09/2025
Cetera Wealth Services, Llc Bozeman MT 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 07/2005 → 10/2019
    1St Global Capital Corp
    Casper, WY
  • 06/2007 → 10/2019
    1St Global Advisors, Inc.
    Casper, WY
  • 07/2007 → 09/2025
    Avantax Insurance Services, Inc.
    Casper, WY
  • 08/2016 → 01/2018
    Deanna R Pickering, Cpa
    Casper, WY
  • 01/2018 → Present
    Porter, Muirhead, Cornia & Howard
    Casper, WY
  • 10/2019 → 09/2025
    Avantax Investment Services, Inc.
    Casper, WY
  • 10/2019 → 09/2025
    Avantax Advisory Services
    Casper, WY
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Bozeman, MT
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2019-10-25 → 2025-09-05
    Avantax Advisory Services
    Casper, WY
    Bozeman, MT
  • 2018-10-18 → 2019-10-25
    1St Global Advisors Inc
    Casper, WY
Other Businesses

1) BLUE ENVELOPE HEALTH FUND POSITION: TREASURER NATURE: HEALTH FUND INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2002 DESCRIPTION: Treasurer 3) MOMENT IN TIME, LLC POSITION: Member/owner NATURE: We formed this company to buy, remodel, and sell real estate. Currently there are no properties owned by the company INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/16/2017 ADDRESS: 1431 S Center St, Casper WY 82601, United States DESCRIPTION: I contributed cash and minimal labor on the property that was sold in 2018. 4) PATHFINDER INVESTMENT ADVISORS POSITION: Advisor NATURE: Full financial planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 155 START DATE: 10/19/2017 ADDRESS: 600 East 1st St, Casper WY 82601, United States DESCRIPTION: Advisor of record on all clients 5) PICKERING WEALTH MANAGEMENT, LLC POSITION: Financial Advisor NATURE: This is my Schedule C related to Pathfinder Investment Advisors. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 152 START DATE: 10/01/2005 ADDRESS: 600 E 1st St, Casper WY 82601, United States DESCRIPTION: Schedule C for receipt of commissions and fees earned through Pathfinder Investment Advisors, a wholly owned subsidiary of Porter Murihead Cornia and Howard (CPA firm) 6) CENTRAL WYOMING HOSPICE & TRANSITIONS POSITION: Board Member NATURE: I have been asked to be on the board of this not-for-profit organization. This organization provides comfort care for patients expected to live six months or less. They have outpatient services as well as an inpatient facility and grief counseling. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 319 S Wilson St, Casper WY 82601, United States DESCRIPTION: As a board member I will be involved in decision making regarding the operations of the organization. I will serve on various committees involved in fundraising and promoting the organization. 7) REVEILLE ROTARY POSITION: General member NATURE: Rotary is an international service club. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/26/2019 ADDRESS: P.O. Box 1094, Evansville WY 82636, United States DESCRIPTION: 6/2021 became a general member. No longer a signer on checks (formerly President, then past-president - Second signer of checks prepared by the Treasurer) 8) PORTER, MUIRHEAD, CORNIA AND HOWARD POSITION: Shareholder NATURE: Building the wealth management department for the firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/19/2017 ADDRESS: 600 E 1st St, Casper WY 82601, United States DESCRIPTION: I will be meeting with clients to provide financial planning strategies along with wealth management opportunities. 9) ISAGENIX POSITION: Preferred Customer NATURE: Isagenix is a dietary supplement company the provides shakes, snacks, and supplements to enhance health. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 1431 S Center St, Casper WY 82601, United States DESCRIPTION: Purchase products only.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-24
  • S66 Uniform Combined State Law Examination
    2005-08-24
Designations
Other Names
  • Deanna Rae Brecheisen

View on SEC IAPD

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