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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
| WA | RA | APPROVED | 2026-05-14 |
Branch Locations
175 E. Penny Road Suite 1, Wenatchee, WA 98801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cordell, Neher & Co., Pllc | Wenatchee | WA | 05/2008 | Present |
| 1St Global Capital Corp. | Wenatchee | WA | 09/2010 | 10/2019 |
| 1St Global Advisors, Inc. | Wenatchee | WA | 09/2010 | 10/2019 |
| Avantax Insurance Services, Inc. | Wenatchee | WA | 05/2011 | 09/2025 |
| Avantax Investment Services, Inc. | Wenatchee | WA | 10/2019 | 09/2025 |
| Avantax Advisory Services | Wenatchee | WA | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Wenatchee | WA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) K.Z. IRREVOCABLE TRUST POSITION: TRUSTEE NATURE: TRUST INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 9/23/2010 DESCRIPTION: Trustee duties 2) CNC FINANCIAL GROUP, INC POSITION: FINANCIAL ADVISOR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2015 ADDRESS: Wenatchee WA , United States DESCRIPTION: Provide financial services to clients 3) PENNY PROPERTIES, LLC POSITION: PARTNER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 8/17/2011 DESCRIPTION: Rental real estate 4) CORDELL, NEHER & CO., PLLC POSITION: MANAGER NATURE: CPA firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2008 DESCRIPTION: CPA firm 5) EXCHANGE CLUB OF WENATCHEE POSITION: Treasurer NATURE: It is a service club. Weekly lunch meetings and annual fund raisers for charity. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: PO Box 1862, Wenatchee WA 98807-3068, United States DESCRIPTION: Treasurer - make deposits and pay bills
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-06 |
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