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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-01 |
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