Bethany Lynn Todzia

Current Employers

Employment History

• 11/2021 → 11/2023
  Kraft Asset Management, Llc
  Nashville, TN
• 07/2015 → 12/2023
  Kraftcpa's, Pllc
  Nashville, TN
• 01/2024 → Present
  Anchor Financial Group, Llc
  Dickson, TN
• 01/2024 → 09/2025
  Avantax Advisory Services
  Dickson, TN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-01-04 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Dickson, TN
• 2022-01-14 → 2023-12-11
  Kraft Asset Management, Llc
  Nashville, TN

Other Businesses

ANCHOR FINANCIAL GROUP, LLC POSITION: Senior Accountant NATURE: Anchor Financial Group, LLC provides investment advisory services including but not limited to, total wealth management, estate planning,retirement planning, financial planning, and tax preparation services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/11/2023 ADDRESS: 112 South Main Street, Dickson TN 37055, United States DESCRIPTION: Review Tax ReturnsPrepare Tax ReturnsRespond to IRS and state agency noticesAssist with monthly client bookkeepingAssist with year end tax planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-14

Other Names

• Bethany L Todzia
• Bethany Todzia