Best Investors Account Sign in
Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-05-11
  • LA RA
    APPROVED
    Since 2026-05-11

Branch Locations

2000 Kaliste Saloom Rd Suite 300, Lafayette, LA 70508 • United States

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-09-05
  • LA RA
    APPROVED
    Since 2025-09-05

Branch Locations

2000 Kaliste Saloom Rd Suite 300, Lafayette, LA 70508 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Darnall, Sikes & Frederick, Cpas Lafayette LA 06/2002 10/2022
Avantax Investment Services Inc. Lafayette LA 10/2022 09/2025
Avantax Advisory Services Lafayette LA 10/2022 09/2025
Darnall, Sikes & Frederick Cpa's Lafayette LA 06/2002 Present
Dsg&F Real Estate Investments, Llc Lafayette LA 01/2023 Present
Cetera Wealth Services, Llc Lafayette LA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
Avantax Planning Partners, Inc. Dubuque IA 03/2026 Present
  • 06/2002 → 10/2022
    Darnall, Sikes & Frederick, Cpas
    Lafayette, LA
  • 10/2022 → 09/2025
    Avantax Investment Services Inc.
    Lafayette, LA
  • 10/2022 → 09/2025
    Avantax Advisory Services
    Lafayette, LA
  • 06/2002 → Present
    Darnall, Sikes & Frederick Cpa's
    Lafayette, LA
  • 01/2023 → Present
    Dsg&F Real Estate Investments, Llc
    Lafayette, LA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Lafayette, LA
  • 09/2025 → Present
    Schaumburg, IL
  • 03/2026 → Present
    Dubuque, IA
Previous Registrations
  • 2023-01-30 → 2025-09-05
    Avantax Advisory Services
    Lafayette, LA
Other Businesses

1) SALTZMAN BROTHERS, LLC POSITION: Member NATURE: LLC opened with my two brothers in 2016. The entity was created with the possibility of it owing real estate, however the entity has had no activities to date. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2016 ADDRESS: 207 Froeba Drive, Carencro LA 70520, United States DESCRIPTION: No duties as this is an inactive entity. 2) DARNALL, SIKES & FREDERICK CPA'S POSITION: Shareholder NATURE: I am a new Shareholder of the CPA beginning in 2022. I have been an employee of the firm since June 2002. The firm provides tax and financial statement auditing services to clients. I work primarily running financial statement audits in addition to performing tax planning and tax preparation services for firm clients. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/10/2002 ADDRESS: 2000 Kaliste Saloom Rd Ste 300, Lafayette LA 70508, United States DESCRIPTION: I have been an employee of the firm since June 2002. I work for the CPA firm providing audit, tax and consulting services to firm clients. I oversee various audit and tax projects and supervise staff firm. 3) DARNALL SIKES WEALTH PARTNERS LLC POSITION: Represenative NATURE: Working as a representative ofDARNALL SIKES WEALTH PARTNERS LLC? to aid in providing clients with wealth management services. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 12 START DATE: 01/30/2023 ADDRESS: 2000 Kaliste Saloom Rd Ste 300, Lafayette LA 70508, United States DESCRIPTION: Working as a representative of DARNALL SIKES WEALTH PARTNERS LLC? to aid in providing clients with wealth management services. 4) DSG&F REAL ESTATE INVESTMENTS, LLC POSITION: Member NATURE: The real estate entity only owns office buildings, with the buildings being rented/leased by various businesses including Darnall, Sikes & Frederick CPA firm. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 2000 Kaliste Saloom Rd Ste 300, Lafayette LA 70508, United States DESCRIPTION: No active participation in the operations of the LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-30
  • S66 Uniform Combined State Law Examination
    2023-01-30
Other Names
  • Kyle P Saltzman
  • Kyle Saltzman

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lafayette, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor