Shawn Dell Mechler

Current Employers

Employment History

• 12/2000 → 10/2019
  1St Global Capital Corp
  Dallas, TX
• 02/2001 → 10/2019
  1St Global Advisors, Inc.
  Dallas, TX
• 05/2011 → 09/2025
  Avantax Insurance Services, Inc.
  Midlothian, TX
• 10/2019 → 09/2025
  Avantax Advisory Services
  Midlothian, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Midlothian, TX
• 11/2020 → Present
  Thrive By Le-Vel
  Midlothian, TX
• 01/2024 → Present
  Positive Planning Wealth Advisors Llc
  Midlothian, TX
• 04/2000 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Midlothian, TX
• 12/2000 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Midlothian, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Midlothian, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Midlothian, TX
  Southlake, TX
• 2000-04-19 → 2019-10-25
  1St Global Advisors Inc
  Dallas, TX
  Midlothian, TX

Other Businesses

1) C. IRREVOCABLE TRUST; TRUSTEE; ILIT funded with 2nd to die insurance policy. IR; HRS ; HRS 0; 03/26/2010; Midlothian TX 76065; I HANDLE PAYING THE ANNUAL POLICY PREMIUM AND MAILING OUT NOTICES TO THE BENEFICIARIES OF THE GIFT THAT WAS MADE AND THE RIGHT TO WITHDRAW THE FUNDS (CRUMMY LETTERS) ONCE A YEAR, IN ADDITION TO A CONFIRMATION LETTER TO THE GRANTORS THAT THE GIFT WAS RECEIVED AND DEPOSITED. ALL LETTERS/FORMS WERE PROVIDED BY THE ATTORNEY THAT CREATED THE ILIT. I HAVE ONLY THE ABOVE RESPONSIBILITIES ONCE A YEAR. 2) THRIVE BY LE-VEL; Classified as a Promoter for purchase discounts. I was transitioned to a "Promotor" last night in order to receive a greater discount on the vitamin supplements that I use personally. I will not be "promoting" these products to anyone. NIR; HRS 0; HRS 0; 11/12/2020; 3620 Mindy Lane, Midlothian TX 76065; Simply purchasing products for personal use only (vitamins, shakes, etc.) 3) POSITIVE PLANNING WEALTH ADVISORS LLC; Owner/Managing Member/Director of Financial Services; Positive Planning Wealth Advisors LLC is my new firm name for my Strategic Planning Partners business relationships. I originally set up the company as a dba, and then switched to an LLC entity, which has been registered with the State of Texas. I am the only advisor under this entity.. They will still be 100% under my Rep #, but any new SPP clients will be under the accompanying split agreement with the SPP firms/CPAs. IR; HRS 80 SECURITIES HRS 65; 01/17/2024; 3620 Mindy Lane, Midlothian TX 76065, United States; I formed an LLC for the existing Financial Services that I have always done for my personal clients. I will also use this entity name for any clients that I will begin working with under the new SPP (Strategic Partners Program) contract with Avantax. This is to separate myself from the existing RKM Financial Services email and company name for my BAS relationship.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-15
• S63 Uniform Securities Agent State Law Examination
  1993-09-03

Designations

Other Names

• Shawn Dell Christiansen