Pamela Jean Gilkey Slatten

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

• 01/2019 → Present
  Marietta Financial Services, Inc. Dba Marietta Cpas
  Indianapolis, IN
• 02/2006 → 01/2019
  Slatten & Company Llc
  Indianapolis, IN
• 02/2006 → Present
  Slatten & Gilkey Attorneys At Law
  Zionsville, IN
• 06/2004 → Present
  Pamela Slatten
  Zionsville, IN
• 11/2023 → 04/2025
  Safeguard Comply Llc
  Indianapolis, IN
• 05/2024 → 09/2025
  Avantax Investment Services Inc.
  Indianapolis, IN
• 05/2024 → 09/2025
  Avantax Advisory Services
  Indianapolis, IN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Indianapolis, IN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-09-10 → 2025-09-05
  Avantax Advisory Services
  Indianapolis, IN
  Dallas, TX
• 2006-01-16 → 2007-12-31
  Prevision Financial, Llc
  Colonial Heights, VA

Other Businesses

1)SLATTEN & GILKEY, ATTORNEYS AT LAW POSITION: Partner NATURE: Provide legal advice pertaining to contracts, tax law, real estate, divorce, and civil matters. Draft contracts. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2006 ADDRESS: 985 Tillson Dr., Zionsville IN 46077, United States DESCRIPTION: Review contracts, gather data and research to remit legal advice, prepare and file the partnership tax return. 2)PAMELA SLATTEN POSITION: Sole Proprietor NATURE: Provide legal/accounting services to friends/family including tax planning, estate planning, tax preparation, drafting/reviewing of contracts. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/20/2004 ADDRESS: 985 Tillson Dr., Suite 300, Zionsville IN 46077, United States DESCRIPTION: Draft legal documents/give legal advice and tax advice, prepare tax documents. 3)RENTAL PROPERTY POSITION: owner NATURE: rental property - residential rental properties that I own in Carmel. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/20/2020 ADDRESS: 985 Tillson Dr., Suite 300, Zionsville IN 46077, United States DESCRIPTION: owner/manager - manage the property, collect rent, negotiate and maintain leases, organize maintenance. 4)INDIVIDUALIZED EDUCATION COLLABORATIVE INC POSITION: President NATURE: Non-profit organization . The organization organizes classes and field trips to enhance the education of children. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2014 ADDRESS: 985 Tillson Dr., Suite 300, Zionsville IN 46077, United States DESCRIPTION: Organize educational activities, file the postcard 990, maintain the bank account. This is a small organization focused on enriching the education of children in Indy metro the area. 5)AICPA TAX PRACTICE MANAGEMENT COMMITTEE POSITION: committee member NATURE: The committee advises the aicpa and sometimes the government/irs on matters relating to tax and affecting cpas. The committee is responsbile for providing articles for the professional journal and publishes resource materials useful to cpa firm owners. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 05/01/2023 ADDRESS: 1455 Pennsylvania Ave NW, Washington DC 20004, United States DESCRIPTION: Give continuing ed classes, write articles, update or create resource guides, discuss matters related to running a cpa firm. MARIETTA FINANCIAL SERVICES, INC DBA MARIETTA CPAS POSITION: Director NATURE: We offer tax planning, tax preparation, bookkeeping, financial planning, retirement planning, estate planning, and tax resolution services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 110 START DATE: 01/14/2019 ADDRESS: 9101 N Wesleyan Road, Suite 300, Indianapolis IN 46268, United States DESCRIPTION: Research tax law, advise clients on tax matters, prepare and review tax returns and compiled financial statements, manage staff, responsible for recruiting/hiring/firing/hr, conduct continuing education classes, train staff, practice development and acquisition of new practices, represent clients in tax controversy before the IRS and state tax authorities. Once licensed, I will be marketing Avantax business under this entity.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-06
• S65 Uniform Investment Adviser Law Examination
  2006-01-14

Other Names

• Pamela Jean Gilkey
• Pamela Slatten
• Pamela J Slatten
• Pamela J Gilkey