Donald Ernest Bouchard

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1991 → Present
  Donald Bouchard (Self Employed)
  Batavia, NY
• 12/1994 → Present
  Donald Bouchard (Self Employed)
  Batavia, NY
• 09/1995 → Present
  Donald E. Bouchard
  Batavia, NY
• 01/2009 → Present
  Bouchard Financial Services, Llc
  Batavia, NY
• 02/2009 → 09/2025
  Avantax Investment Services, Inc.
  Batavia, NY
• 05/2009 → 09/2025
  Avantax Advisory Services
  Batavia, NY
• 03/2009 → 09/2025
  Avantax Insurance Agency, Llc
  Batavia, NY
• 02/2009 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Batavia, NY
• 02/2009 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Batavia, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Batavia, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-19 → 2025-09-05
  Avantax Advisory Services
  Batavia, NY
  Dallas, TX

Other Businesses

1) Bouchard Financial Services, LLC~'NIR'~4878 Batavia-Bethany Rd~Batavia~NY~14020~Tax Preparation/Accounting~Owner/Sole Proprietor~9/1/2009~33hrs~20hrs~Tax Preparation 2) Donald E. Bouchard~'NIR'~4878 Batavia-Bethany Tl Rd~Batavia~NY~14020~Musician/Artist~Owner/Sole Proprietor~9/1/1995~6hrs~0hrs~performs as a solo musician and occasionally teaches music lessons

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-09-17