Drake Collin Hess

Current Employers

Employment History

• 04/2016 → 10/2022
  Founders Federal Credit Union
  Lancaster, SC
• 03/2022 → 09/2025
  Avantax Investment Services Inc.
  Lancaster, SC
• 03/2022 → 09/2025
  Avantax Advisory Services
  Lancaster, SC
• 10/2022 → Present
  Hess Financial Planning Inc
  Lancaster, SC
• 01/2023 → Present
  Hess Tax & Accounting Group Llc
  Lancaster, SC
• 07/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Lancaster, SC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lancaster, SC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-02-21 → 2025-09-05
  Avantax Advisory Services
  Lancaster, SC

Other Businesses

1) HESS FINANCIAL PLANNING INC POSITION: Investment Advisor NATURE: Work with clients and their investment accounts as licenses allow INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/26/2022 ADDRESS: 401 N Main St, Lancaster SC 29720, United States DESCRIPTION: Open client accounts, manage investments, meet with clients, recommend suitable investments, complete tax returns 2) HESS TAX & ACCOUNTING GROUP LLC POSITION: Tax Advisor NATURE: Provide tax and write up work for clients year end quarterly and monthly needs. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 48 START DATE: 01/01/2023 ADDRESS: 401 N Main St, Lancaster SC 29720, United States DESCRIPTION: Prepare tax returns, P&Ls, balance sheets, and other accounting services 3) MORIAH BAPTIST ASSOCIATION POSITION: Treasurer NATURE: The treasurer in accord with the finance committee, sets and reviews budgets, payroll, and income resources. The treasurer is responsible to report financial health for monthly and annual meetings of the Moriah Association. The Treasurer is a non-voting position. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2023 ADDRESS: 914 W Meeting St, Lancaster SC 29720, United States DESCRIPTION: Sign checks, review budgets, report to other committees and association members, and meet with committees when needed on financial questions

Exams

• S66 Uniform Combined State Law Examination
  2023-02-21

Other Names

• Drake C Hess
• Drake Hess