Kurtis Warren Campbell

Current Employers

Employment History

• 10/1999 → 07/2020
  Brown Tax Consulting
  Dayton, OH
• 06/2008 → 09/2025
  Avantax Investment Services, Inc.
  Dayton, OH
• 11/1999 → 07/2020
  Brown Tax Consulting Inc.
  Moraine, OH
• 11/2018 → Present
  Pohlman, Talmage, Brown & Campbell Cpas, Inc.
  Dayton, OH
• 01/2019 → Present
  Dhppt Llc
  Moraine, OH
• 02/2010 → 09/2025
  Avantax Insurance Agency, Llc
  Dayton, OH
• 10/2008 → 09/2025
  Avantax Advisory Services
  Dayton, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Springboro, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-10-23 → 2025-09-05
  Avantax Advisory Services
  Dayton, OH
  Dayton, OH
  Springboro, OH
  Springboro, OH
  Dallas, TX

Other Businesses

1) Rooftop Financial Services LLC~3131 S Dixie Dr Ste 421~Dayton~OH~45439~Other~Partner/General Partner~12/1/2009~1hrs~1hrs~Expense sharing with fellow HD Vest Advisor. 2) Pohlman, Talmage, Brown & Campbell CPAs, Inc.~3445 S Dixie Dr Ste 200~Dayton~OH~45439~Accounting Services/Tax Preparation~Owner~11/1/2018~80hrs~80hrs~CPA offering accounting, tax, and consulting services to both individuals and businesses. I will be 30% owner. I will spend approximately half time doing accounting and tax and half financial planning. 3) DHPPT LLC~3445 S Dixie Dr Ste 200~Moraine~OH~45439~Rental Property~Owner~1/1/2019~1hrs~0hrs~Owner of a commercial real estate building. Duties include attending owner's meetings, viewing financial statements for the building, and making decisions with other owners in regards to the upkeep of the building. 4) ATHENE POSITION: Agent NATURE: Annuity sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2021 ADDRESS: 3445 S Dixie Dr, Ste 200, Dayton OH 45439, United States DESCRIPTION: Case research and placement of annuity contracts to fit client needs. 5) ONE FAMILY CHURCH OF DAYTON POSITION: Church Board Member NATURE: Community Church INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/28/2022 ADDRESS: 3686 Haney Road, Dayton OH 45416, United States DESCRIPTION: Treasurer. 6) PTBC CPAS/FINANCIAL SERVICES POSITION: Owner NATURE: Certified Public Accounting practice INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2025 ADDRESS: 3445 S Dixie Dr, Ste 200, Dayton OH 45439, United States DESCRIPTION: Partner, prepare and reviewer of both tax returns and accounting statements.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-01-08
• S65 Uniform Investment Adviser Law Examination
  2008-10-22