Lance Vincent Grothe

Current Employers

Employment History

• 05/1995 → 09/2025
  Avantax Investment Services, Inc.
  Bennett, CO
• 10/1996 → 09/2025
  Avantax Advisory Services
  Bennett, CO
• 01/1993 → Present
  Grothe Financial Services P.C.
  Bennett, CO
• 09/1997 → 09/2025
  Avantax Insurance Agency Llc
  Bennett, CO
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Bennett, CO
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

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

Other Businesses

1) Bennett / Watkins Lions Club P O Box 364~Watkins~CO~80137~Club/Association Director/Officer~Treasurer/Comptroller~1/1/2005~2hrs~0hrs~Keep books, pay bills, make deposits, provide reports. 2) Grothe Financial Services P.C. 690 E Colfax Ave~Bennett~CO~80102~Tax Preparation/Accounting~President~1/1/1993~150hrs~150hrs~Tax Return Preparation & Accounting 3) Presbyterian Minister 1240 View Ridge Rd~Bennett~CO~80102~Other~Other~10/1/1980~2hrs~0hrs~Parish Associate - Minister of the Gospel of Jesus Christ. 4) COMMERCIAL REAL ESTATE RENTAL POSITION: Owner and manager NATURE: I rent space in the office building I own to my CPA practice and to my financial services business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/20/2021 ADDRESS: 690 E. Colfax Ave, Bennett CO 80102, United States DESCRIPTION: Management of a commercial office building including maintenance and leasing. 5) BENNETT / WATKINS LIONS CLUB POSITION: President NATURE: Bennett/Watkins Lions Club is a part of Lions International, a worldwide service organization based in Chicago, Illinois.Our mission is to empower Lions clubs, volunteers, and partners to improve health and well-being, strengthen communities, and support those in need through humanitarian services and grants that impact lives globally, and encourage peace and international understanding.? INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 690 E Colfax Ave, Bennett CO 80102, United States DESCRIPTION: Prepare agendas and moderate our club meetings.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-28

Designations