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
ID RA APPROVED 2025-09-05
  • ID RA
    APPROVED
    Since 2025-09-05

Branch Locations

1025 S Bridgeway Pl #290, Eagle, ID 83616 • United States

19 E Wyoming Ave, Homedale, ID 83628 • 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
Kershner Ranch Llc Jordan Valley OR 05/2014 Present
Parker Advisors Homedale ID 02/2017 Present
Avantax Investment Services, Inc. Homedale ID 02/2017 09/2025
Avantax Advisory Services Homedale ID 04/2020 09/2025
Cetera Wealth Services, Llc Homedale ID 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 05/2014 → Present
    Kershner Ranch Llc
    Jordan Valley, OR
  • 02/2017 → Present
    Parker Advisors
    Homedale, ID
  • 02/2017 → 09/2025
    Avantax Investment Services, Inc.
    Homedale, ID
  • 04/2020 → 09/2025
    Avantax Advisory Services
    Homedale, ID
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Homedale, ID
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2020-04-02 → 2025-09-05
    Avantax Advisory Services
    Homedale, ID
    Dallas, TX
    Jordan Valley, OR
Other Businesses

1)Parker Advisors~'NIR'~19 East Wyoming Ave~Homedale~ID~63628~Accounting Services/Tax Preparation~Independent Contractor~2/1/2017~80hrs~40hrs~I assist in client acquisition, organize marketing efforts, and assist the senior advisor in client service. I assist in producing appropriate plans for clients, which includes research, client risk tolerance and evaluation, and implementation and follow-up with the client. 2)Kershner Ranch LLC~'NIR'~11747 Flint Creek Rd~Jordan Valley~OR~97910~Other~Owner/Sole Proprietor~5/1/2014~80hrs~40hrs~Handle operational duties for cattle production. Maintenance on equipment and facilities. Hiring/firing of employees 3)TAX FREEDOM BUILDERS POSITION: Contributor NATURE: Our goal through Tax Freedom Builders is to help educate potential wealth management clients regarding tax smart strategies and proactive financial planning. Tax Freedom Builders will offer a tiered fee for plan program. In this program three types of financial plans will be offered varying in scope and complexity. Details regarding the plans are found in question 5. INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 19 E Wyoming Ave, Homedale ID 83628, United States DESCRIPTION: My duties involve curating educational content, building networks with potential clients, maintain a consistent brand voice across all platforms, including social media, blogs, and potential client communications.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-07
  • S66 Uniform Combined State Law Examination
    2017-06-07

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Eagle, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor