William Bryan Heck

Current Employers

Employment History

• 05/2009 → 09/2025
  Avantax Investment Sservices, Inc.
  Corvallis, OR
• 10/1990 → Present
  William B Heck Cpa, Pc
  Corvallis, OR
• 06/2004 → Present
  William Heck
  Corvallis, OR
• 05/1992 → 01/2021
  Proreps Agency, Inc
  Corvallis, OR
• 02/2010 → 09/2025
  Avantax Advisory Services
  Corvallis, OR
• 01/2011 → Present
  Tax & Wealth Management, Llp
  Corvallis, OR
• 11/2010 → 09/2025
  Avantax Insurance Agency, Llc
  Corvallis, OR
• 08/2017 → 08/2026
  Tax Debt Strategies Llc
  Corvallis, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Corvallis, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-03-15 → 2025-09-05
  Avantax Advisory Services
  Corvallis, OR

Other Businesses

1) William Heck~2703 SW Titleist Circle~Corvallis~OR~97333~Rental Property Owner/Management~Department Manager~6/1/2004~5hrs~5hrs~my wife and I own the office building that I operate out of 2) Fiduciary Appointment-Trustee~4221 SW Research Way~Corvallis~OR~97333~6/8/2020~I anticipate 2 hours monthly.hrs~I anticipate 2 hours monthly. However, I will not be trading for the trust.hrs~Additional check signer. 3) Fiduciary Appointment-Trustee~4221 SW Research Way~Corvallis~OR~97333~6/8/2020~I anticipate 2 hours per month.hrs~I anticipate 2 hours per month. However, I will not have any time trading for the trust.hrs~Additional signer on checking account 4) Fiduciary Appointment-Trustee~4221 SW Research Way~Corvallis~OR~97333~6/8/2020~I anticipate 2 hours per month.hrs~I anticipate 2 hours per month. However, I will not be conducting any trading for the trust.hrs~Additional signer on checking account. 5) Fiduciary Appointment-Trustee~4221 SW Research Way~Corvallis~OR~97333~6/8/2020~I anticipate two hours per month.hrs~I anticipate two hours per month. However, I will be doing no trading for this activity.hrs~I will act as an additional signer on the checking account. 6) MICKEY RILEY FOUNDATION, INC POSITION: Treasurer NATURE: Board Position/Officer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/11/2012 ADDRESS: 2780 SE Harrison #202, Milwaukie OR 97222, United States DESCRIPTION: I help the entity with budgeting and fundraising. On a couple of occassions I have signed checks for the entity. This is rare however. President signs 99% of the checks. 7) WILLIAM B HECK CPA, PC POSITION: President NATURE: Tax Preparation/Accounting. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/1990 ADDRESS: 2338 NW Professional Dr, Corvallis OR 97330, United States DESCRIPTION: provide tax, accounting, and business consulting services for clients. 8) NAME OF OTHER BUSINESS: TAX & WEALTH MANAGEMENT, LLP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ACCOUNTING SERVICES; START DATE: 01/2011; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 7; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION AND FINANCIAL SERVICES/WEALTH ADVISORY ; 9) FINANCIAL SERVICES PRACTICE, LLC POSITION: Partner NATURE: Accounting/Bookkeeping (No tax preparation) INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 2334 NW Professional Dr, Corvallis OR 97330, United States DESCRIPTION: I have no responsibilities, i am just an owner. I do not perform any services for this OBA.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-18

Other Names

• Bill Heck
• William B Heck