Amanda M Homan

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

• 10/2010 → Present
  Moorman, Harting & Co.
  Celina, OH
• 01/2016 → 10/2019
  1St Global Capital Corp
  Celina, OH
• 01/2016 → 10/2019
  1St Global Advisors, Inc
  Celina, OH
• 01/2019 → 09/2025
  Avantax Insurance Services, Inc.
  Celina, OH
• 10/2019 → 09/2025
  Avantax Advisory Services
  Celina, OH
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Celina, OH
• 07/2019 → Present
  Fixed Insurance Products
  Celina, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Celina, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Celina, OH
• 2016-05-03 → 2019-10-25
  1St Global Advisors Inc
  Celina, OH

Other Businesses

1) MOORMAN HARTING FINANCIAL SERVICES POSITION: FINANCIAL ADVISOR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 06/01/2017 ADDRESS: 531 E MARKET ST., CELINA OH 45822, United States DESCRIPTION: PROVIDE SERVICE TO CLIENT ACCOUNTS, MEETINGS, PHONE CALLS 2) NAME OF OTHER BUSINESS: MOORMAN, HARTING & CO; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX AND ACCOUNTING SERVICES; START DATE: 10/2010; POSITION/TITLE/RELATIONSHIP: TAX PREPARER; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION ;

Exams

• S66 Uniform Combined State Law Examination
  2016-05-03

Other Names

• Amanda M Otte
• Mandy M Homan