Eric John Evenstad

Current Employers

Employment History

• 06/2016 → 04/2019
  Gensler
  La Crosse, WI
• 11/2012 → 04/2022
  County Of Vernon
  Viroqua, WI
• 01/2017 → 12/2019
  Evenstad Tax Service, Llp
  Westby, WI
• 05/2019 → 09/2025
  Avantax Investment Services, Inc.
  Westby, WI
• 05/2011 → Present
  Eric J. Evenstad
  Westby, WI
• 09/2019 → Present
  Evenstad Tax & Financial Services, Inc
  Westby, WI
• 01/2020 → 09/2025
  Avantax Advisory Services
  Westby, WI
• 05/2023 → Present
  Westby Area School Board
  Westby, WI
• 08/2021 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Westby, WI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Westby, WI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-01-22 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Westby, WI

Other Businesses

1) ERIC J. EVENSTAD POSITION: Rental Property Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2011 ADDRESS: 609 S. Main St., Westby WI 54667 DESCRIPTION: Manage and maintain properties; collecting rent, negotiating terms, , repairs & maintenance. 2) EVENSTAD TAX & FINANCIAL SERVICES, INC; Owner; Accounting Services/Tax Preparation; NIR; HRS 15; HRS 10; 09/09/2019; 114 S. Main St, Westby WI 54667; Information Technology mgmt & support. 3) ERIC J EVENSTAD - LAND CONTRACT; Barrower; My wife and I are purchasing the building our business occupies on land contract from my parents, John P and Sharon L Evenstad; NIR; HRS 0; HRS 0; 10/27/2022; 609 S. Main St., Westby WI 54667; Borrower of the land contract. 4) FINE ARTS FOUNDATION OF THE WESTBY AREA; Member of the Board of Directors - Elected President; Provide multicultural programming for the diverse surrounding communities; NIR; HRS 3; HRS 1; 09/20/2021; PO Box 8, Westby WI 54667; Attend monthly meetings, Approve FAFWA's annual budget, audit reports, and material business decisions, Assist Board in Identifying and recruiting other Board Members 5) EVENSTAD FAMILY IRREVOCABLE TRUST POSITION; Trustee; parent's irrevocable trust. I am trustee and a beneficiary; NIR; HRS 1; HRS 0; 07/01/2014; 114 S. Main St, Westby WI 54667; Trustee, except as otherwise provided, shall have power without approval of any court and in any manner it considers advisable: to retain any property in the form in which it is received; to repair, insure, or care for any personal property and pay shipping & expenses6) LIFE INSURANCE AGENT OUTSIDE AVANTAX - GERBER POSITION: Agent NATURE: Life insurance agent, policies for Gerber not available through Avantax. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/22/2023 ADDRESS: 114 S. Main St, Westby WI 54667 DESCRIPTION: Life insurance agent - Review and provide appropriate life insurance policies to clients from Gerber Life as they are not an affiliated partner with Avantax but offer product needed by clients current Avantax partners do not offer. 7)WESTBY MIDDLE & HIGH SCHOOL ROBOTICS PROGRAM POSITION: Assistant Coach NATURE: Middle and high school children build robots to design for robotics competitions. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2023 ADDRESS: 206 West Ave South, Westby WI 54667 DESCRIPTION: Supervise children in robotics program 8) WESTBY AREA SCHOOL BOARD POSITION: School Board Member NATURE: Serve on the Westby Area School Board as an elected Member. INVESTMENT RELATED: No NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 1 START DATE: 05/23/2023 ADDRESS: 114 S. Main St, Westby WI 54667 DESCRIPTION: Vote on Westby Area School Board issues . Functions of the School Board are involve accountability to the public and advocate for the children of the district. - Establishing policy ,budget, policies, and resolutions. - Determine which services are to be provided. - Adopt the annual budget and levy taxes. - Hire, evaluate, and retain good administrator. - Regulate within statutory authority. 9) INLAND DEVELOPMENT, INC. POSITION: Property Manager NATURE: Commercial Property Ownership that leases out industrial-retail properties. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2024 ADDRESS: 114 S. Main St, Westby WI 54667 DESCRIPTION: Manage parent's S-Corporation. Coordinate maintenance Correspond with tenants, advertise , interview, and contract new tenants, property visits, and communicate contractual obligations to existing tenants.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-30