Cynthia Diane Williams

Current Employers

Employment History

• 08/2017 → 04/2020
  Avantax Investment Services,Inc.
  Willmar, MN
• 08/2016 → 04/2017
  Ag Partners Llc
  Albert City, IA
• 08/2017 → 11/2025
  Total Financial Solutions, Inc
  Willmar, MN
• 07/2020 → 09/2025
  Avantax Investment Services,Inc.
  Willmar, MN
• 05/2017 → 07/2017
  Unemployed
  Wilmar, MN
• 07/2020 → 09/2025
  Avantax Advisory Services
  Willmar, MN
• 08/2017 → 11/2025
  Taatjes Financial Group
  Willmar, MN
• 06/2025 → 11/2025
  Stewards Planning Group
  Willmar, MN
• 01/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2025 → Present
  Ryan Financial Group
  Rutherford, NJ
• 05/2023 → Present
  Dieterich Publishing Llc
  Willmar, MN

Previous Registrations

• 2025-09-05 → 2025-11-05
  Cetera Investment Advisers Llc
  Willmar, MN
• 2022-01-29 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Willmar, MN

Other Businesses

1) Total Financial Solutions Inc.~'NIR'~1104 19th Avenue SW~Willmar~MN~56201~Other~Employee~8/16/2017~160hrs~130hrs~I act as a liaison between clients, Financial Advisor, our Broker-Dealer, and custodian institutions, as well as complete and review applications to ensure they are accurate and in good order prior to submission, prepare for client meetings, and oversee general account maintenance 2) TAATJES FINANCIAL GROUP POSITION: Director of Client Services NATURE: Employee INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/09/2017 ADDRESS: 1104 19th Ave SW, Willmar MN 56201, United States DESCRIPTION: I act as a liaison between clients, Financial Advisor, our Broker-Dealer, and custodian institutions, as well as complete and review applications to ensure they are accurate and in good order prior to submission, prepare for client meetings, and oversee general account maintenance 3) DIETERICH PUBLISHING LLC POSITION: Owner & CEO NATURE: LLC to publish novels under as in independent "indie" author - all novels are fantasy and thriller based. No financial related books will be published under this organization. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 05/03/2023 ADDRESS: 1705 Richland Avenue SW, Willmar MN 56201, United States DESCRIPTION: Sole author under the organization - drafting, editing and completing manuscripts to self-publish. submitting queries to editors for services as well as outside publishing companies for bigger publishing audiences. 4) RISE TO ELITE POSITION: Coach NATURE: Coaching other Avantax wealth management assistants to help assist their This is an Avantax program. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 1104 19th Ave SW, Willmar MN 56201, United States DESCRIPTION: Coach Rise to Elite participants to better run their practices. 5) STEWARDS PLANNING GROUP POSITION: Assistant NATURE: Providing financial advice for decisions around money, personal finance, and investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2025 ADDRESS: 1104 19th Ave SW, Willmar MN 56201, United States DESCRIPTION: I act as a liaison between clients, Financial Advisor, our Broker-Dealer, and custodian institutions, as well as complete and review applications to ensure they are accurate and in good order prior to submission, prepare for client meetings, and oversee general account maintenance.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-29

Other Names

• Cynthia D Boswell