Brett D Ohlen

Current Employers

Employment History

• 01/2015 → 09/2025
  Avantax Investment Services, Inc.
  Lakewood, CO
• 09/2014 → Present
  Advocate Tax Worldwide Llc
  Lakewood, CO
• 08/2022 → Present
  Golden High School Football
  Golden, CO
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lakewood, CO
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-01-19 → 2025-09-05
  Avantax Advisory Services
  Lakewood, CO
  Lakewood, CO
  Lakewood, CO

Other Businesses

1) Advocate Tax Worldwide LLC 215 S Wadsworth Blvd, Ste 210~Lakewood~CO~80226~Tax Preparation/Accounting~Owner/Sole Proprietor~9/1/2014~160hrs~120hrs~Provide tax services. 2) GOLDEN HIGH SCHOOL FOOTBALL POSITION: Assistant Coach NATURE: Freshman Football Coach INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2022 ADDRESS: 701 24th Street, Golden, CO 80401, United States DESCRIPTION: Run Summer campOffensive coordinator 3) ATW HOLDINGS LIMITED POSITION: Partner NATURE: Property management company that owns 3 condos at 7596 W Jewell Ave Lakewood, CO 80232 INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/21/2022 ADDRESS: 7596 W Jewell Ave Ste 305, Lakewood, CO 80232, United States DESCRIPTION: Partner with spouse owning commercial real estate property 4) DLPRWEM HOLDINGS LLC POSITION: Member NATURE: Holding company for family real estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2018 ADDRESS: PO Box 38, Morrison, CO 80465, United States DESCRIPTION: Member - no real responsibilities, property is undeveloped land 5) P2P RECOVERY RESOURCES POSITION: Operations Manager NATURE: Consulting to improve operational processes and write standard operating procedures. Help to improve productivity of the organization through consulting management to identify problematic areas and remove obstacles for growth. Consulting contract position. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/09/2024 ADDRESS: 1245 E Colfax Ste 403, Denver, CO 80218, United States DESCRIPTION: Observe and record a record of daily activities in areas such as Intake, Clinical, Management and Coaching to provide standardized operating procedures so the business can improve efficiencies and reduce billing time and issues. 6)CONSERVATORSHIP AND GUARDIANSHIP POSITION: Conservator and Guardian NATURE: Conservator and Guardian for my Step Mother Vilma L McGuire Ohlen INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/02/2024 ADDRESS: 7596 W Jewell Ave Ste 305, Lakewood CO 80232, United States DESCRIPTION: Manage all financial and health aspects of her life

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-12-05
• S65 Uniform Investment Adviser Law Examination
  2016-11-19