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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05

Branch Locations

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • 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
Homemaker Bellville TX 11/2017 03/2018
National Ipa Franklin TN 01/2016 11/2017
Thrivent Investment Management Inc Houston TX 03/2018 01/2021
Omnia Partners Franklin TN 09/2010 12/2017
Wehring Wealth Management, Llc Belville TX 01/2021 Present
Avantax Advisory Services Belville TX 01/2021 Present
Avantax Investment Services, Inc. Belville TX 01/2021 Present
Avantax Insurance Agency, Llc Belville TX 01/2021 Present
Db Wehring Wealth Llc Bellville TX 01/2023 Present
Tm Wealth Bellville TX 04/2023 Present
Cetera Wealth Services, Llc Bellville TX 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 11/2017 → 03/2018
    Homemaker
    Bellville, TX
  • 01/2016 → 11/2017
    National Ipa
    Franklin, TN
  • 03/2018 → 01/2021
    Houston, TX
  • 09/2010 → 12/2017
    Omnia Partners
    Franklin, TN
  • 01/2021 → Present
    Wehring Wealth Management, Llc
    Belville, TX
  • 01/2021 → Present
    Avantax Advisory Services
    Belville, TX
  • 01/2021 → Present
    Avantax Investment Services, Inc.
    Belville, TX
  • 01/2021 → Present
    Avantax Insurance Agency, Llc
    Belville, TX
  • 01/2023 → Present
    Db Wehring Wealth Llc
    Bellville, TX
  • 04/2023 → Present
    Tm Wealth
    Bellville, TX
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Bellville, TX
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2021-01-21 → 2025-09-05
    Avantax Advisory Services
    Bellville, TX
    Bellville, TX
  • 2018-06-04 → 2021-01-22
    Brenham, TX
    Cedar Park, TX
    Houston, TX
Other Businesses

1) Wehring Wealth Management, LLC~'IR'~105 S Mathews St~Bellville~TX~77418~Other~Employee~1/25/2021~120hrs~100hrs~Investment Advisor, Brokerage and Financial Planning Services, Client appointment and reviews. 2) DBHW WEALTH PARTNERS; POSITION: Financial Advisor NATURE: This is a branding name that represents some businesses within our organization currently disclosed on my U4. The businesses that fall under this brand are currently Hall Wehring CPAs and Wehring & DB Tax and Wealth. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2022; 105 South Mathews, Bellville TX 77418; This is strictly a DBA we use for branding and marketing. There are no daily duties and responsibilities associated with this DBA. This DBA will appear on our email, social media, website, signage, and other marketing. 3) DB WEHRING WEALTH LLC POSITION: Financial Advisor NATURE: This entity is providing financial planning and investment services INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 110 START DATE: 01/01/2023 ADDRESS: 105 South Mathews, Bellville TX 77418, United States DESCRIPTION: financial planning, investment advisory services, insurance planning, practice management 4) TM WEALTH POSITION: Financial Professional NATURE: Provide investment, insurance, and/or other financial products or services available in partnership with other Avantax Financial Professionals and to refer suitable and qualified clients to the Planning Financial Professional for assistance with their investment-related goals and objectives. INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 04/17/2023 ADDRESS: 199 W Chatham St, Bellville TX 77418, United States DESCRIPTION: Provide investment, insurance, and/or other financial products or services available in partnership with other Avantax Financial Professionals and to refer suitable and qualified clients to the Planning Financial Professional for assistance with their investment-related goals and objectives.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-01
  • S66 Uniform Combined State Law Examination
    2018-06-01

View on SEC IAPD

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