Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-05
TX RA APPROVED_RES 2025-09-05
  • CA RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2025-09-05

Branch Locations

591 West Hamilton Avenue #212, Campbell, CA 95008 • 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
Thielen & Associates Campbell CA 01/2005 Present
Avantax Investment Services, Inc. Campbell CA 07/2006 09/2025
Avantax Advisory Services Campbell CA 11/2007 09/2025
Avantax Insurance Agency, Llc Campbell CA 02/2008 09/2025
Thielen & Associates, Inc. Campbell CA 01/2014 Present
Lpjm Partners Morgan Hill CA 12/2019 Present
Cetera Wealth Services, Llc Campbell CA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 01/2005 → Present
    Thielen & Associates
    Campbell, CA
  • 07/2006 → 09/2025
    Avantax Investment Services, Inc.
    Campbell, CA
  • 11/2007 → 09/2025
    Avantax Advisory Services
    Campbell, CA
  • 02/2008 → 09/2025
    Avantax Insurance Agency, Llc
    Campbell, CA
  • 01/2014 → Present
    Thielen & Associates, Inc.
    Campbell, CA
  • 12/2019 → Present
    Lpjm Partners
    Morgan Hill, CA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Campbell, CA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2007-11-15 → 2025-09-05
    Avantax Advisory Services
    Campbell, CA
Other Businesses

1) Fiduciary Appointment-Trustee 591 W Hamilton Ave., Suite 201~Campbell~CA~95008~1/1/2005~2hrs~0hrs~Monthly accounting, annual tax return 2) Thielen & Associates 591 West Hamilton Avenue, Suite 201~Campbell~CA~95008~Accounting Services/Tax Preparation~Owner~1/2/2004~200hrs~100hrs~OWNER/PRESIDENT, CPA. CPA Firm, Managing Director 3) Thielen & Associates, Inc. 591 West Hamilton Avenue, Suite 201~Campbell~CA~95008~Accounting Services/Tax Preparation~Owner~1/2/2014~160hrs~130hrs~The majority of my time is spent meeting with the individual & business clients. I also, review the individual and business tax returns prior to signature. I sign the prepared individual and business returns. I also work on tax planning for individuals and businesses. 4) LPJM Partners 565 Silver Cloud Court~Morgan Hill~CA~95037~Other~Other~12/15/2019~5hrs~1hrs~Trade securities for account.|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-06
  • S66 Uniform Combined State Law Examination
    2007-07-06
Designations
Other Names
  • Paula Jayne Giebel

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Campbell, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor