Christina Loucks

Current Employers

Employment History

• 03/2020 → Present
  Cordell, Neher & Company, Pllc
  Wenatchee, WA
• 01/2022 → Present
  Cnc Financial Group, Llc
  Wenatchee, WA
• 05/2017 → 03/2020
  Imeg Corp.
  Missoula, MT
• 01/2015 → 02/2017
  Moda Health And Delta Dental Of Alaska
  Anchorage, AK
• 03/2017 → 04/2017
  Unemployed
  Anchorage, AK
• 02/2023 → 09/2025
  Avantax Investment Services Inc.
  Wenatchee, WA
• 02/2023 → 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

• 2023-06-10 → 2025-09-05
  Avantax Advisory Services
  Wenatchee, WA
  Malaga, WA
  Dallas, TX

Other Businesses

1) CNC FINANCIAL GROUP, LLC; POSITION: Wealth Management Assistant NATURE: CNC Financial Group, LLC provides wealth management services to clients. These services include investment planning, retirement planning, estate planning, risk assessment and business planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2022; ADDRESS: 175 E. Penny Road, Suite 1, Wenatchee WA 98801, US; I assist several Financial Advisors in our office with servicing our clients. Several of my job responsibilities include: Generating and processing new and existing client account and service paperwork. Answering inbound client phone calls with questions related to their accounts. Assisting with gathering statements and preparing the reports for the Advisor's client meetings. Calling with clients to assist in requesting a rollover. Assist with distributing cash to clients with their verbal request. 2) CORDELL, NEHER & COMPANY, PLLC POSITION: Wealth Management Assistant NATURE: Cordell, Neher & Company, PLLC provides tax related services: tax planning, preparation, and audits. They also provide bookkeeping an payroll services. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 03/10/2020 ADDRESS: 175 E. Penny Road, Suite 1, Wenatchee WA 98801, United States DESCRIPTION: My top fiveCordell, Neher & Company, PLLC; responsibilities include: Covering the front desk and answering phone calls during Administrative meetings. Schedulingzoom meetings and webinars. Pulling current client contact information reports. Assisting the administrative team with questions related to annual projects in the system software. Assisting with questions related to our new phone system.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-09

Other Names

• Christina Marie-Englund Loucks
• Christina Marie Englund
• Christie Marie Englund
• Christina M Englund
• Christina Englund