Nathaniel Ivan Cacka

Current Employers

Employment History

• 08/2013 → Present
  Cordell, Neher & Company, Pllc
  Wenatchee, WA
• 08/2020 → 09/2025
  Avantax Investment Services, Inc.
  Wenatchee, WA
• 08/2020 → 09/2025
  Avantax Advisory Services
  Wenatchee, WA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Wenatchee, WA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-10-23 → 2025-09-05
  Avantax Advisory Services
  Wenatchee, WA

Other Businesses

1) LIGHTHOUSE CHRISTIAN MINISTRIES POSITION: Treasurer NATURE: I am a board member of Lighthouse Christian Ministries and I hold the position of Treasurer. The organization provides food and housing to those living on the streets. As a officer I assist in making policy decisions, providing the vision of the organization, and significant activities, such as large purchases, fundraisers, and grants. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2015 ADDRESS: 410 South Columbia, Wenatchee WA 98801, United States DESCRIPTION: In my role I over see the financial activities (reviewing bank statements, making account adjustments, approving classifications, etc.)of the organization. I have signing authority on the bank accounts and I am listed as the primary holder of the organizations credit card. 2) CNC FINANCIAL GROUP, LLC POSITION: N/A NATURE: CNC FG provides financial advisor services INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/15/2020 ADDRESS: 175 E Penny Rd, Wenatchee WA 98801, United States DESCRIPTION: Introduce clients to financial services 3) CORDELL, NEHER & COMPANY, PLLC POSITION: Manager NATURE: I am a CPA at the accounting firm. The CPA firm provides a wide range of services, including tax, audit & assurances, bookkeeping, consulting, andestate planning. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/05/2013 ADDRESS: 175 E Penny Rd, Suite # 1, Wenatchee WA 98801, United States DESCRIPTION: I manage and prepare projects for tax and audit & assurances clients. 4) LEARNING WELL SCHOOL POSITION: Board Member - Treasurer NATURE: Serve as board member of private christian school that teaches kindergarden to grade 6. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/25/2024 ADDRESS: 1400 S Miller Street, Wenatchee WA 98801, United States DESCRIPTION: Attend approx. 6 meetings a year to provide guidance on school operations, goals and plans. Provide summary of balance sheet and profit and loss activity.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-23

Other Names

• Nathan Ivan Cacka
• Nathan Cacka