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Cassidy Hill Schmidt

Avantax Planning Partners, Inc.

Seven Fields, PA

Dubuque, IA

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Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-02-06
TX RA APPROVED 2024-02-06
  • PA RA
    APPROVED
    Since 2024-02-06
  • TX RA
    APPROVED
    Since 2024-02-06

Branch Locations

310 Seven Fields Blvd. Suite 161, Seven Fields, PA 16046 • United States

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gierl Augustine Investment Management, Inc. Sarver PA 05/2015 06/2020
Stratos Wealth Advisors, Llc Seven Fields PA 01/2020 02/2024
Gierl Augustine Investment Management Inc Seven Fields PA 09/2019 06/2020
Avantax Planning Partners, Inc. Seven Fields PA 02/2024 Present
Avantax Investment Services Seven Fields PA 02/2024 09/2025
Cetera Wealth Services, Llc El Segundo CA 09/2025 Present
  • 05/2015 → 06/2020
    Gierl Augustine Investment Management, Inc.
    Sarver, PA
  • 01/2020 → 02/2024
    Stratos Wealth Advisors, Llc
    Seven Fields, PA
  • 09/2019 → 06/2020
    Gierl Augustine Investment Management Inc
    Seven Fields, PA
  • 02/2024 → Present
    Avantax Planning Partners, Inc.
    Seven Fields, PA
  • 02/2024 → 09/2025
    Avantax Investment Services
    Seven Fields, PA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
Previous Registrations
  • 2020-01-03 → 2024-02-01
    Stratos Wealth Advisors Llc
    Pittsburgh, PA
    Seven Fields, PA
  • 2019-09-20 → 2020-06-19
    Gierl Augustine Investment Management, Inc.
    Seven Fields, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-20
  • S65 Uniform Investment Adviser Law Examination
    2019-09-20
Designations
Other Names
  • Cassidy Hill Gierl

View on SEC IAPD

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