Casey Lane Ardoin

Current Employers

Employment History

• 04/2013 → 10/2019
  1St Global Capital Corp.
  Lafayette, LA
• 04/2013 → 10/2019
  1St Global Advisors Inc.
  Lafayette, LA
• 01/2008 → Present
  Kolder, Champagne, Slaven & Company, Llc
  Ville Platte, LA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Irving, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Ville Platte, LA
• 12/2023 → Present
  Kcs Wealth Advisors, Llc Dba Kore Financial Group
  Ville Platte, LA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Ville Platte, LA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Ville Platte, LA
• 2013-12-02 → 2019-10-25
  1St Global Advisors Inc
  Lafayette, LA
  Ville Platte, LA

Other Businesses

1) KOLDER, SLAVEN & COMPANY LLC POSITION: Partner NATURE: Became equity partner on 1/1/22. Manage/oversee the day to day operations of the firm's Ville Platte office. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2022 ADDRESS: 434 E. Main Street, Ville Platte LA 70586, United States DESCRIPTION: Partner in charge of the Ville Platte office. See clients and perform tax and audit services. 2) KCS WEALTH ADVISORS, LLC DBA KORE FINANCIAL GROUP POSITION: Referring Advisor NATURE: Wealth management services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 12/01/2023 ADDRESS: 434 E. Main Street, Ville Platte LA 70586, United States DESCRIPTION: Referring advisor 3) CASEY L. ARDOIN, CPA, APC POSITION: PRESIDENT NATURE: THIS ENTITY IS A SHAREHOLDER OF KOLDER, SLAVEN AND COMPANY LLC. I AM THE ONLY OWNER OF THIS ENTITY. I RECEIVE MY COMPENSATION FROM KOLDER, SLAVEN AND COMPANY THROUGH THIS ENTITY. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2024 ADDRESS: 434 E. Main Street, Ville Platte LA 70586, United States DESCRIPTION: THIS ENTITY IS A SHAREHOLDER OF KOLDER, SLAVEN AND COMPANY LLC. I AM THE ONLY OWNER OF THIS ENTITY. I RECEIVE MY COMPENSATION FROM KOLDER, SLAVEN AND COMPANY THROUGH THIS ENTITY. 4) KCS WEALTH ADVISORS, LLC (FORMERLY KCSC FINANCIAL SERVICES, LLC); REFERRAL ADVISOR; WEALTH MANAGEMENT SERVICES; IR; 20; 11/04/2013; Bldg. 2 Lafayette LA 70508; Referring advisor 5) KCSC Financial Services, LLC; Referral Advisor; Wealth Management Services; NIR; 20; 04/01/2013; Ville Platte LA 70586; 6) KCS Wealth Advisors LLC; Equity Partner; I am now an equity partner in the entity.; NIR; 1; 01/01/2022; 434 E. Main Street Ville Platte LA 70586; Not heavily involved in the day to day operations.

Exams

• S66 Uniform Combined State Law Examination
  2013-12-02