David Todd Mackey

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

• 09/2017 → 09/2025
  Avantax Investment Services, Inc.
  Columbia, MO
• 09/2009 → 07/2017
  Mfa Oil Company
  Columbia, MO
• 07/1999 → Present
  D Todd Mackey Cpa Llc
  Columbia, MO
• 01/2004 → Present
  David Todd Mackey
  Boonville, MO
• 08/2018 → 09/2025
  Avantax Insurance Agency, Llc
  Columbia, MO
• 01/2021 → 09/2025
  Avantax Advisosry Services
  Columbia, MO
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Columbia, MO
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-01-08 → 2025-09-05
  Avantax Advisory Services
  Columbia, MO

Other Businesses

1) D. Todd Mackey, CPA, LLC~'NIR'~7620 N Wade School Rd~Columbia~MO~65202~Accounting Services/Tax Preparation~Owner~6/1/2008~140hrs~80hrs~To conduct accounting, payroll and tax preparation services 2) David Todd Mackey~'NIR'~12104 Speed Drive~Boonville~MO~65202~Other~Owner~1/1/2004~4hrs~4hrs~Owner and manager 3) David T Mackey~'NIR'~7620 N Wade School Rd~columbia~MO~65202~Other~Other~1/1/2017~8hrs~8hrs~I help my children sell firewood so they can earn some money 4) Youth Chair Quail Forever~'NIR'~1783 Buerkle Circle~St Paul~MN~55110~Other~Other~1/1/2018~8hrs~8hrs~Volunteering in Community

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-15
• S63 Uniform Securities Agent State Law Examination
  2017-10-31