Stephen Creed Coffee

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2021 → Present
  Coffee Cpa Services Llc
  Aledo, TX
• 11/2020 → 08/2021
  Corps Restoration
  Aledo, TX
• 05/2016 → 10/2020
  Snow Garrett Williams Certified Public Accountants
  Weatherford, TX
• 11/2024 → 09/2025
  Avantax Advisory Services
  Aledo, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-11-15 → 2025-09-05
  Avantax Advisory Services
  Aledo, TX
  Dallas, TX

Other Businesses

COFFEE CPA SERVICES LLC POSITION: Member NATURE: Coffee CPA Services provides tax, accounting, and business consulting services, specializing in tax compliance & preparation, external accounting support, advisory for small businesses, and financial consulting. INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 09/07/2021 ADDRESS: 2212 Lismore Circle, Aledo TX 76008, United States DESCRIPTION: 1. Tax preparation and planning2. Business consulting and strategy development3. Financial reporting and analysis4. Client management and advisory5. Overseeing accounting and bookkeeping processes

Designations

• Personal Financial Specialist

Other Names

• Stephen Coffee
• Stephen C Coffee