Dennis L Megaard

Current Employers

Employment History

• 11/1982 → Present
  Paulsen, Megaard & Co. Ps
  Bothell, WA
• 06/2006 → 10/2019
  1St Global Capital Corp.
  Bothell, WA
• 11/2006 → 10/2019
  1St Global Advisors Inc.
  Bothell, WA
• 03/2007 → 09/2025
  Avantax Insurance Services
  Bothell, WA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Bothell, WA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Bothell, MA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Bothell, WA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Bothell, WA
• 2006-11-01 → 2019-10-25
  1St Global Advisors Inc
  Bothell, WA

Other Businesses

1) RAKWANNA PARK WATER SYSTEM, INC. POSITION: treasurer of the association NATURE: private water system for a neighborhood INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: null START DATE: 01/01/1998 ADDRESS: Woodville WA 98072, United States DESCRIPTION: Treasurer 2) SAINT ANNE CORPORATION POSITION: PRESIDENT AND OWNER NATURE: SKILLED NURSING FACILITY INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2001 DESCRIPTION: MANAGEMENT OVERSITE 3) RENTAL PROPERTY POSITION: OWNER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/31/2009 ADDRESS: 22232 17th Ave, SE, Suite 310, Bothell WA 98021, United States DESCRIPTION: owner, landlord 4) PACIFIC CREST FINANCIAL SERVICES, LLC POSITION: Referring Advisor NATURE: We will be conducting our financial services under Pacific Crest Financial Services and will be referring clients to that company. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 02/21/2019 ADDRESS: 22232 17th Ave SE, Suite 310, Bothell WA 98021, United States DESCRIPTION: We will conduct financial services under Pacific Crest Financial Services rather than Paulsen Megaard Financial Services. 5)PAULSEN MEGAARD & CO., PS POSITION: CO-OWNER NATURE: CPA FIRM INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 11/22/1982 ADDRESS: 22232 17th Ave. SE, Ste. 310, Bothell WA 98021, United States DESCRIPTION: Oversite and review of personnel work

Exams

• S66 Uniform Combined State Law Examination
  2006-10-11

Designations