Tanner Lemaster

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

• 01/2015 → 02/2017
  Kirsch & Associates
  Southlake, TX
• 07/2015 → 02/2017
  Lpl Financial, Llc
  Southlake, NY
• 02/2017 → 08/2020
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 02/2017 → 08/2020
  First Command Advisory Services
  Fort Worth, TX
• 09/2020 → 08/2023
  Averett Financial, Llc
  Fort Worth, TX
• 10/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Fort Worth, TX
• 10/2020 → 09/2025
  Avantax Investment Services, Inc.
  Fort Worth, TX
• 10/2020 → 09/2025
  Avantax Advisory Services
  Fort Worth, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Fort Worth, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-10-13 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
• 2017-03-07 → 2020-08-26
  First Command Advisory Services
  Fort Worth, TX
• 2016-01-07 → 2017-03-06
  Lpl Financial Llc
  Southlake, TX
• 2013-07-03 → 2015-07-10
  Avantax Advisory Services
  Irving, TX
• 2011-03-08 → 2011-08-16
  Waddell & Reed
  Colleyville, TX
• 2010-08-19 → 2010-12-02
  Edward Jones
  Maryland Heights, MO
  Maryland Heights, MO

Other Businesses

1) LEMASTER WEALTH MANAGEMENT POSITION: Owner NATURE: This is an LLC of which I am the sole owner. INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2022; ADDRESS: 6050 Southwest Blvd, Suite 200, Fort Worth TX 76109, US; DESCRIPTION: This is an LLC of which I am the sole owner. The daily duties do no differentiate from my Avantax duties as a Financial Advisor. It's simply a conduit to organize my finances as a contractor to Avantax. 2) CANOPY WEALTH STRATEGIES POSITION: Partner / Owner NATURE: This is the business name that we are operating under with Avantax as our broker/dealer. This will be the name that our clients recognize in doing business with us. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2023 ADDRESS: 6050 Southwest Blvd, Suite 201, Fort Worth TX 76109, United States DESCRIPTION: This is a Financial Planning business that does business through Avantax. The daily activities are those of a Financial Advisor, which includes investment management and Financial Planning.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-10

Designations

• Certified Financial Planner

Other Names

• Tanner Anthony Lemaster