Amy D Kaase

Current Employers

Employment History

• 06/2009 → 09/2025
  Avanatx Investment Services, Inc.
  Bellville, TX
• 01/2009 → 04/2020
  Wehring Wealth Management
  Bellville, TX
• 12/1999 → 04/2019
  Christian Faith Church
  Bellville, TX
• 01/2016 → 09/2025
  Avantax Advisory Services
  Bellville, TX
• 01/2009 → Present
  Db Wehring Wealth Llc
  Bellville, TX
• 05/2010 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  South Milwaukee, WI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Bellville, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-01-05 → 2025-09-05
  Avantax Advisory Services
  Bellville, TX
  Bellville, TX
  Bellville, TX
  Dallas, TX

Other Businesses

1) DBHW WEALTH PARTNERS POSITION: Client Services Manager NATURE: This is a branding name that represents some businesses within our organization. The businesses that fall under this brand are currently Hall Wehring CPAs and Wehring & DB Tax and Wealth. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2022; ADDRESS: 105 South Mathews, PO Box 26, Bellville TX 77418; This is strictly a DBA used for branding and marketing. There are no daily duties and responsibilities associated with this DBA. This DBA will appear on our email, social media, website, signage and other marketing. 2)DB WEHRING WEALTH LLC POSITION: Financial Advisor NATURE: This entity is providing financial planning and investment services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2023 ADDRESS: 105 South Mathews, Bellville TX 77418, United States DESCRIPTION: Managing the client service/operations team. 3) SELLING OF FIXED INDEXED ANNUITIES POSITION: Financial Advisor NATURE: I am selling fixed indexed annuities through various carriers. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2024 ADDRESS: 105 S Mathews, Bellville TX 77418, United States DESCRIPTION: My duties include reviewing and becoming familar with products, making recommendations, submitting applications, and servicing accounts in an on-going manner with regard to fixed indexed annuities.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-15
• S63 Uniform Securities Agent State Law Examination
  2009-10-30

Other Names

• Amy D Harper