Whitney Krauth Delaney

Current Employers

Employment History

• 07/2013 → 09/2025
  Avantax Investment Services, Inc.
  Atlanta, GA
• 01/2017 → 09/2025
  Avantax Insurance Agency, Llc
  Atlanta, GA
• 11/2022 → 09/2025
  Avantax Advisory Services
  Atlanta, GA
• 06/2015 → Present
  Delaney Tax & Wealth Management, Inc.
  Atlanta, GA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Atlanta, GA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-11-14 → 2025-09-05
  Avantax Advisory Services
  Atlanta, GA
  Dallas, TX

Other Businesses

1) Norwex~5315 Saffron Drive~Atlanta~GA~30338~Multi-level/Network Marketing (Amway, etc.)~Multi-level/Network Marketing~8/25/2015~10hrs~2hrs~Sell Cleaning Products that don't use chemicals. 2) KINGSLEY RACQUET & SWIM CLUB POSITION: President NATURE: I run the monthly board meetings and provide updates to the membership. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 09/02/2024 ADDRESS: 2325 N Peachtree Way, Atlanta GA 30338, United States DESCRIPTION: I help each board member at a high level. This includes reviewing our annual contract with a third party company that manages our pool. I work with the tennis director to schedule matches and practices. I work with the treasurer to help budget the upcoming years' expenses. 3) DELANEY TAX & WEALTH MANAGEMENT, INC. POSITION: Tax Preparation/Accounting NATURE: Accounting and tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2015 ADDRESS: 5315 Saffron Drive, Atlanta GA 30338, United States DESCRIPTION: Bookkeeping, tax preparation, payroll and incorporation.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-04
• S63 Uniform Securities Agent State Law Examination
  2013-11-04