Paul Robert Nitz

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

• 08/1994 → 09/2025
  Avantax Investment Services, Inc.
  Spring, TX
• 02/2005 → 09/2025
  Avantax Advisory Services
  Spring, TX
• 05/1995 → 09/2025
  Avantax Insurance Agency, Llc
  Spring, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Georgetown, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-02-05 → 2025-09-05
  Avantax Advisory Services
  Lakeway, TX
  Houston, TX
  Spring, TX
  Dallas, TX
  Georgetown, TX
  Lakeway, TX

Other Businesses

1) Paul R Nitz PC 3724 FM 1960 West, Ste 104 Houston TX 77068 Attorney/Legal Practice Attorney/Legal Counsel~1/1/1995~40hrs~30hrs~Drafting wills and trusts, probating estates, etc. 2) Paul R. Nitz, P.C. 3724 FM 1960 West, Ste 104 Houston TX 77068 Tax Preparation/Accounting Owner/Sole Proprietor 1/1/1995 80hrs~50hrs Preparation of tax returns. 3) WOT, LLC POSITION: Owner NATURE: My wife and and formed an LLC to use for renting out on AirBNB, etc, a condo we purchased in 2020. we own 100% of the LLC and the condo. No outside investors. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2020 ADDRESS: 6610 Trebeck Ln, Spring TX 77379, United States DESCRIPTION: I maintain the books and prepare the tax returns for the LLC, while my wife handles the AirBNB website and other advertising for the condo.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-29
• S63 Uniform Securities Agent State Law Examination
  1992-10-01