David Burnham Gossett

Current Employers

Employment History

• 06/1985 → 05/2017
  Self-Employed David B Gossett Cpa
  Denver, CO
• 06/1995 → 09/2025
  Avantax Investment Services, Inc.
  Broomfield, CO
• 10/1995 → 09/2025
  Avantax Advisory Services
  Broomfield, CO
• 07/2015 → Present
  Gunnel Wallace Irrevoc Residuary Trust(Dan)
  Broomfield, CO
• 07/2015 → 08/2019
  Gunnel Wallace Irrevoc Residuary Trust (Karen)
  Broomfield, CO
• 01/2018 → Present
  Clinton Prater Inheritance Llc
  Broomfield, CO
• 10/1998 → 09/2025
  Avantax Insurance Agency, Llc
  Broomfield, CO
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

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

Other Businesses

1)Fiduciary Appointment-Trustee~'NIR'~11811 Upham Street, Suite F~Broomfield~CO~80020~7/9/2015~1hrs~1hrs~Accounting Administer trust term supervise HD Vest Rep Advisor as to objectives 2)Broomfield Industrial Center, Inc~'NIR'~11811 Upham Street, Mail Box 12~Broomfield~CO~80020~Board Position/Officer~Other~8/26/2019~1hrs~1hrs~Occasional voting of board of directors positions and attendance at an annual breakfast meeting of the general membership 3)David B. Gossett, CPA~'NIR'~11811 Upham St # F~Broomfield~CO~80020~Tax Preparation/Accounting~Tax Preparation/Accounting~7/1/1985~1hrs~1hrs~Tax Preparation, Planning, Consulting 4)From A to Z, LLC~'NIR'~11811 Upham St # F~Broomfield~CO~80020~Rental Property Owner/Management~Partner/General Partner~6/1/2003~1hrs~0hrs~Minimal Duties of Rental Property|Gossett Financial Services~'NIR'~11811 Upham St #F~Broomfield~CO~80020~Accounting/Bookkeeping (No Tax Preparation)~Owner/Sole Proprietor~9/1/2001~10hrs~5hrs~Trust Services. Serves as paid trustee, accounting, writing checks, hires investment advisors for trusts. 5)Gossett & Associates~'NIR'~11811 Upham St # F~Broomfield~CO~80020~Tax Preparation/Accounting~Owner/Sole Proprietor~7/1/2009~100hrs~100hrs~Tax Prep, Tax planning, Consulting|Clinton Prater Inheritance LLC~'NIR'~11811 Upham ST, Unit F~Broomfield~CO~80020~Accounting Services/Tax Preparation~Other~1/1/2018~2hrs~2hrs~Accounting and tax returns for family members as a managing member of the LLC 6) Clinton Prater Inheritance LLC; Managing Member of a royalty interest LLC- Mostly accounting and tax related very small interest.; Accounting Services/Tax Preparation; IR; ; 01/01/2018; 11811 Upham ST, Unit F Broomfield CO 80020; Accounting and tax returns for family members as a managing member of the LLC 7) Gossett Financial Services (2); Owner/Sole Proprietor; Accounting/Bookkeeping (No Tax Preparation); IR; 5; 09/01/2001; Broomfield CO 80020; Trust Services. Serves as paid trustee, accounting, writing checks, hires investment advisors for trusts.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-15
• S63 Uniform Securities Agent State Law Examination
  1998-08-03