Benjamin James Baudoin

Current Employers

Employment History

• 01/2011 → Present
  Darnall, Sikes & Frederick A Corporation Of Cpas
  Lafayette, LA
• 05/2022 → 09/2025
  Avantax Investment Services, Inc.
  Lafayette, LA
• 05/2022 → 09/2025
  Avantax Advisory Services
  Lafayette, LA
• 11/2020 → Present
  Oak Crest Capital Partners, Llc
  Lafayette, LA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lafayette, LA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2026 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA

Previous Registrations

• 2022-09-29 → 2025-09-05
  Avantax Advisory Services
  Lafayette, LA

Other Businesses

1) OAK CREST CAPITAL PARTNERS, LLC POSITION: MEMBER NATURE: OWNS THREE RESIDENTIAL RENTAL REAL ESTATE PROPERTIES INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/10/2020 ADDRESS: 2000 KALISTE SALOOM ROAD, SUITE, 300, LAFAYETTE LA 70508, United States DESCRIPTION: 1. NEGOITATE FINANCING2. NEGOTIATE CONTRACTS3. MANAGE CASH PAYMENTS4. MANAGE REPAIR REQUESTS5. FILE TAX RETURNS 2)BEAVER CLUB OF LAFAYETTE POSITION: BOARD MEMBER NATURE: NON PROFIT ORGANIZATION ASSISTING THE WELL BEING OF LAFAYETTE YOUTH. INCLUDES MEETING EVERY WEEK FOR LUNCH AS WELL AS VARIOUS FUNDRAISERS THAT RAISE MONEY TO OFFSET COSTS FOR VARIOUS NON PROFITS AND CHILDREN ACTIVITIES. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2012 ADDRESS: 2000 Kaliste Saloom Rd Ste 300, Lafayette LA 70508, United States DESCRIPTION: I AM A MEMBER AT LARGE.I DO HAVE CHECK WRITING CAPABILITIES BUT DO NOT HAVE THE CHECK BOOKS IN MY POSESSION. I ATTEND MONTHLY BOARD MEETINGS AND GIVE MY OPINION ON VARIOUS TOPICS WHEN ASKED. I ALSO ASSIST IN LINING UP SPEAKERS FOR OUR WEEKLY MEETINGS. 3)DARNALL, SIKES & FREDERICK A CORPORATION OF CERTIFIED PUBLIC ACCOUNTANTS POSITION: Income Partner NATURE: THE BUSINESS IS IN OPERATIONS TO CONDUCT AUDIT AND TAX ADVISORY SERVICES FOR THE PUBLIC. I ALSO SIT ON THE FIRMS TAX AND LEADERSHIP COMMITTEE AS A MEMBER AT LARGE THAT ASSISTS IN IDEAS AND STRATEGY TO BETTER OUR EMERGING LEADERS OF THE FIRM AS WELL AS DEALING WITH NEW IDEAS TO MAKE THE FIRM AN EVOLVING FIRM. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/03/2011 ADDRESS: 2000 Kaliste Saloom Rd Ste 300, Lafayette LA 70508, United States DESCRIPTION: TAX CONSULTANTMEET CLIENTSPREPARE TAX RETURNSEMPLOYEE ON BOARDINGEMPLOYEE RECRUITING 4) DARNALL SIKES WEALTH PARTNERS LLC POSITION: ADVISOR NATURE: I am serving as a referring advisor based on my relationship with my CPA clients. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2022 ADDRESS: 2000 Kaliste Saloom Rd Ste 300, Lafayette LA 70508, United States DESCRIPTION: My duties are to meet with my clients with licensed CFP's withingDARNALL SIKES WEALTH PARTNERS LLC?and introduce them to make holistic financial decsions.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-29

Other Names

• Benjamin J Baudoin
• Benjamin Baudoin