Todd Otto Green

Current Employers

Employment History

• 11/2018 → Present
  Green Cpa Pllc
  Lake City, IA
• 07/2013 → 12/2018
  Homebuyers, Inc
  Omaha, NE
• 05/2019 → 03/2020
  Avantax Investment Services, Inc.
  Lake City, IA
• 05/2022 → 09/2025
  Avantax Advisory Services
  Lake City, IA
• 08/2021 → Present
  Tnt Llc
  Lake City, IA
• 07/2021 → Present
  Carnegie Bistro Llc
  Lake City, IA
• 05/2024 → 09/2025
  Avantax Investment Services
  Lake City, IA
• 09/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Lake City, IA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lake City, IA

Previous Registrations

• 2022-08-08 → 2025-09-08
  Avantax Advisory Services
  Dallas, TX
  Lake City, IA

Other Businesses

1) TNT LLC; Partner; Residential Rental owning 1 Rental House; IR; 0; 08/12/2021; 116 W Franklin St Lake City IA 51449; Management of the financial affairs of the partnership. Also decision making on repairs, etc. 2) Green CPA PLLC; Managing Member; Green CPA is a tax, accounting and payroll business. The firm handles approximately 750 tax returns per year. Major businesses served are farming and trucking companies. We consult with clients on business continuity or retirement and how to get there with as little tax due as possible. We have about 200 clients that are in retirement or soon to be in retirement.; IR; 120; 11/01/2018; 211 N Center Lake City IA 51449; I prepare individual, S-Corp, Partnership and fiduciary tax returns. I provide tax planning support for my clients year around. I review financial reporting before they are sent to clients. The fiduciary returns I prepare are in service to a bank, I am not the trustee or fiduciary.We will use Green CPA PLLC to market the Avantax business.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-09-16
• S65 Uniform Investment Adviser Law Examination
  2022-08-06

Other Names

• Todd O Green
• Todd Green