Amanda Marie Noel

Current Employers

Employment History

• 05/2007 → 03/2021
  Rogue Credit Union
  Brookings, OR
• 11/2020 → 08/2023
  Cetera Investment Services Llc
  Medford, OR
• 03/2021 → 08/2023
  Cetera Investment Advisers Llc
  Medford, OR
• 03/2021 → 08/2023
  Rogue Credit Union
  Medford, OR
• 08/2023 → 09/2025
  Avantax Investment Services Inc.
  Medford, OR
• 08/2023 → 09/2025
  Avantax Advisory Services
  Medford, OR
• 08/2023 → 11/2023
  Avantax Insurance Services
  Medford, OR
• 08/2023 → Present
  Kdp Wealth Management, Llc
  Medford, OR
• 08/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Medford, OR
• 08/2023 → Present
  Kdp Wealth Management, Llc
  Medford, OR
• 08/2023 → Present
  Kosmatka Donnelly & Co, Llp Dba Kdp Certified Public Accountants
  Medford, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Medford, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2025 → Present
  Kdp Wealth
  Medford, OR

Previous Registrations

• 2023-08-15 → 2025-09-05
  Avantax Advisory Services
  Medford, OR
• 2021-03-31 → 2023-08-11
  Cetera Investment Advisers Llc
  Medford, OR

Other Businesses

1) KDP WEALTH MANAGEMENT, LLC POSITION: Wealth Management Administrator NATURE: Prepare federal and state tax returnsProvide audit and assurance services for taxesProvide business and wealth management servicesProvide trust and estate services INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 08/14/2023 ADDRESS: 841 O'Hare Parkway Ste. 200, Medford OR 97504, United States DESCRIPTION: I will be calling clients to set up appts and answer questions about products and services. I will process trades for clients. I will prepare and process paperwork for client meetings with advisors. 2) KOSMATKA DONNELLY & CO, LLP DBA KDP CERTIFIED PUBLIC ACCOUNTANTS, LLP, KDP & CO LLC POSITION: Wealth Administrator NATURE: Investment Planning, Tax Planning, Income Protection and Asset Preservation, Retirement Planning & BusinessPlanning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 08/14/2023 ADDRESS: 841 O'Hare Parkway Ste. 200, Medford OR 97504, United States DESCRIPTION: I will be calling clients to set up appts and answer questions about products and services. I will process trades forclients. I will prepare and process paperwork for client meetings with advisors. 3) NAME OF OTHER BUSINESS: KDP WEALTH INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/18/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2021-03-26

Other Names

• Amanda Marie Crump
• Amanda Noel