Beverly Brautigam

Current Employers

Employment History

• 02/1984 → Present
  Brautigam & Co
  Sacremento, CA
• 05/1999 → 09/2025
  Avantax Investment Services, Inc.
  Elk Grove, CA
• 06/1999 → 09/2025
  Avantax Advisory Services
  Elk Grove, CA
• 01/1976 → Present
  California Cpa Education Foundation
  San Mateo, CA
• 08/2007 → 09/2025
  Avantax Insurance Agency, Llc
  Elk Grove, CA
• 01/1999 → Present
  Rental Properties
  Elk Grove, CA
• 05/2019 → Present
  Joint Venture With Wine Maker
  Elk Grove, CA
• 04/2020 → 09/2025
  Avantax Insurance Services, Inc.
  Elk Grove, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Elk Grove, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-06-21 → 2025-09-05
  Avantax Advisory Services
  Sacramento, CA
  Elk Grove Blvd, CA

Other Businesses

1. BEVERLY BRAUTIGAM~'NIR'~9696 Elk Grove Blvd.~Elk Grove~CA~95624~Other~Independent Contractor~8/14/2004~8hrs~4hrs~I speak at conferences put on by different organizations. These topics can be as generic as a tax update or as specific as an update on the tax consequences of divorce 2. California CPA Education Foundation~'NIR'~1800 Gateway Drive, Suite 200~San Mateo~CA~94404~Other~Independent Contractor~1/1/1976~2hrs~2hrs~teaching|Rental Properties~'NIR'~9696 Elk Grove Blvd.~Elk Grove~CA~95624~Rental Property~Owner~1/1/1999~1hrs~0hrs~deposit rent checks 3. Brautigam & Co.~'NIR'~9696 Elk Grove Blvd.~Elk Grove~CA~95624~Accounting Services/Tax Preparation~Owner~2/8/1984~80hrs~40hrs~Advising clients 4. Rental Properties; Owner/Sole Proprietor; Rental Property; IR; 0; 01/01/1999; 9696 Elk Grove Blvd. Elk Grove CA 95624; deposit rent checks 5. NAME OF OTHER BUSINESS: BRAUTIGAM FINANCIAL SERVICES ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 9/5/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  1999-01-25

Designations

Other Names

• Beverly Laueye
• Beverly Dehoney