Colleen Elizabeth Wallace

Current Employers

Employment History

• 01/2014 → Present
  Osborne & Associates, Llc
  Eugene, OR
• 04/2014 → 09/2025
  Avantax Investment Services, Inc.
  Eugene, OR
• 02/2015 → 09/2025
  Avantax Advisory Services
  Eugene, OR
• 02/2016 → 09/2025
  Avantax Insurance Services, Llc
  Eugene, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Eugene, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-03-11 → 2025-09-05
  Avantax Advisory Services
  Eugene, OR

Other Businesses

1) Osborne & Associates, LLC~1200 Executive Pkwy, Sutie 310~Eugene~OR~97401~Accounting/Bookkeeping (No Tax Preparation)~Accountant/Bookkeeper~1/1/2014~120hrs~6hrs~CPA in charge of tax division 2) CorLux Financial~580 Valley River Dr. Suite 270~Eugene~OR~97401~Other~Owner~1/15/2018~128hrs~128hrs~Owner - provides tax services and financial planning, investment and insurance services to clients. Administrative duties for the company as well. 3) JONES & ROTH FINANCIAL ADVISORS LLC POSITION: Financial Advisor NATURE: Provide financial advising services to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2022 ADDRESS: 260 Country Club Road, Suite 100, Eugene OR 97401, United States DESCRIPTION: Provide financial advising services to clients, develop financial plans, meet with clients, assist in investment strategy development, and contribute to growth of firm through client acquisition. 4) COLLEEN WALLACE, LLC POSITION: OWNER NATURE: LLC SETUP IN ORDER TO HAVE A SEPARATE BUSINESS ACCOUNT THROUGH MY CREDIT UNION. USED FOR TRACKING BUSINESS INCOME & EXPENSES RELATED TO MY JONES & ROTH FINANCIAL SERVICES (ALREADY DISCLOSED) AND KEEP BOOKS SEPARATE FROM PERSONAL FUNDS. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2023 ADDRESS: 2867 TOMAHAWK LANE, EUGENE OR 97401, United States DESCRIPTION: SOLE OWNER OF THIS LLC. IT IS A DISREGARDED ENTITY.LLC SETUP IN ORDER TO HAVE A SEPARATE BUSINESS ACCOUNT THROUGH MY CREDIT UNION. USED FOR TRACKING BUSINESS EXPENSES RELATED TO MY JONES & ROTH FINANCIAL SERVICES (ALREADY DISCLOSED) AND KEEP BOOKS SEPARATE FROM PERSONAL FUNDS.?

Exams

• S66 Uniform Combined State Law Examination
  2014-11-19

Designations