Brad Matthew Allphin

Current Employers

Employment History

• 08/2019 → Present
  Kerkmann Enterprises Llc
  Woodburn, OR
• 01/2019 → Present
  Blackstone Gun Saftey
  Beaverton, OR
• 11/2018 → Present
  Tax & Financial Solutions Inc.
  Portland, OR
• 02/2008 → 04/2019
  Wells Fargo
  San Francisco, CA
• 08/2020 → 09/2025
  Avantax Investment Services, Inc.
  Portland, OR
• 12/2022 → 09/2025
  Avantax Advisory Services
  Portland, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Gresham, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-12-13 → 2025-09-05
  Avantax Advisory Services
  Gresham, OR
  Dallas, TX

Other Businesses

Tax and Financial Solutions, INC~'IR'~151 SE 223rd AVE~Gresham~OR~97030~Accounting Services/Tax Preparation~Employee~11/1/2018~140hrs~130hrs~Prepare and Review Tax returns, Client outreach (I.E. troubleshoot technology issues, pick-up bookkeeping documents), Tax planning with for both personal and business clients and all things related to tax return activities. Assist in bookkeeping|Blackstone Gun Safety LLC~'NIR'~3703 SW 196th AVE~Aloha~OR~97078~Other~Independent Contractor~1/16/2019~10hrs~0hrs~I sale concealed carry classes at events and fairs and finger-print and assemble paper work for class attendees.|Kerkmann Enterprises LLC~'NIR'~4728 S. Killins Loop~Woodburn~OR~97071~Other~Employee~8/24/2019~10hrs~10hrs~Selling safes at fair and event shows. Installing safes for clients in home or offices including securing to foundations or walls. Servicing Fort Knox vaults for both warranty issues and standard repairs such as lock & light replacements. Moving of all types of safes and vaults from one location to another within Oregon and Washington and Alaska.|

Exams

• S66 Uniform Combined State Law Examination
  2022-11-18
• S63 Uniform Securities Agent State Law Examination
  2020-12-08