Bert William Raglin

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

• 01/2000 → Present
  Bwr Tax Service
  Corpus Christi, TX
• 09/2005 → 09/2025
  Avantax Investment Services, Inc.
  Corpus Christi, TX
• 10/2013 → 09/2025
  Avantax Advisory Services
  Corpus Christi, TX
• 10/2016 → 10/2021
  Directpath
  Birmigham, AL
• 03/2017 → Present
  L 3 Vertex
  Kingsville, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Corpus Christi, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2020 → Present
  Bwr Cpa & Investments, Pc
  Corpus Christi, TX

Previous Registrations

• 2013-10-02 → 2025-09-05
  Avantax Advisory Services
  Corpus Christi, TX
  Corpus Christi, TX
  Dallas, TX

Other Businesses

1) BWR Tax Service~'NIR'~7326 MONTREAL CIRCLE~CORPUS CHRISTI~TX~78414~Tax Preparation/Accounting~Owner/Sole Proprietor~12/16/2010~20hrs~0hrs~Prepare and file tax returns 2) BWR Financial & Tax Service~'NIR'~7326 Montreal Circle~Corpus Christi~TX~78414~Tax Preparation/Accounting~Owner/Sole Proprietor~12/16/2010~40hrs~4hrs~tax preparation| 3) BWR Accounting, Financial & Tax Service~'NIR'~6042 SPID~Corpus Christi~TX~78414~Tax Preparation/Accounting~Owner/Sole Proprietor~1/15/2013~80hrs~20hrs~Owner, Tax preparation, Accounting work, and Financial services through Avantax 4) RPM Sales Service~'NIR'~7326 Montreal Circle~Corpus Christi~TX~78414~Automobile Sales/Service~Owner/Sole Proprietor~1/1/2013~10hrs~0hrs~Sales and maintainance 5) THE BROKERAGE RESOURCE POSITION: Medicare Supplement Agent NATURE: Selling Medicare Supplement Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 08/21/2023 ADDRESS: 6500 SPID, Suite 11, Corpus Christi TX 78412, United States DESCRIPTION: I will be selling Medicare Supplement Insurance to clients. 6) NAME OF OTHER BUSINESS: BWR CPA & INVESTMENTS, PC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL AND ACCOUNTING SERVICES; START DATE: 10/2020; POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL, ACCOUNTING AND TAX SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2013-09-12
• S63 Uniform Securities Agent State Law Examination
  2005-10-22

Designations

• Certified Financial Planner