Ronald Charles Voss

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

• 01/1990 → Present
  Voss & Associates, Inc.
  Denver, CO
• 11/1992 → 09/2025
  Avantax Investment Services, Inc.
  Dnver, CO
• 01/1998 → 09/2025
  Avantax Advisory Services
  Denver, CO
• 02/1998 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Castle Pines, CO
• 02/1998 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Castle Pines, CO
• 02/1998 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Castle Pines, CO
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Castle Pines, CO
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-01-01 → 2025-09-05
  Avantax Advisory Services
  Castle Pines, CO

Other Businesses

1)Colorado Wine Imports, LLC~'NIR'~455 Sherman Street, Suite 462~Denver~CO~80203~Wholesaler Distributor~Owner/Sole Proprietor~7/1/2008~5hrs~0hrs~Importing wine to CO 2) Voss Financial Services, LLC~'NIR'~455 Sherman Street, Suite 462~Denver~CO~80203~Tax Preparation/Accounting~Owner/Sole Proprietor~9/1/2004~40hrs~0hrs~CPA|

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-06-29

Designations

• Certified Financial Planner