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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
WA RA APPROVED 2025-09-05
  • WA RA
    APPROVED
    Since 2025-09-05

Branch Locations

107 N Emerson St #1A, Chelan, WA 98816 • United States

209 Woodring St, Cashmere, WA 98815 • 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
Hedman Partners Llp Santa Clarita CA 05/2022 06/2023
Avantax Investment Services Inc. Cashmere WA 06/2023 09/2025
Avantax Advisory Services Cashmere WA 06/2023 09/2025
Douglas County Public Utility District East Wenatchee WA 06/2020 09/2020
Washington State Liquor And Cannabis Board Olympia WA 04/2016 11/2020
Moss Adams Wenatchee WA 06/2021 08/2021
Homchick, Smith & Associates P.L.L.C. Wenatchee WA 12/2020 03/2021
Central Washington University/The Master's University Santa Clarita CA 08/2018 12/2022
Cashmere High School Cashmere WA 08/2014 05/2018
Homchick, Smith & Associates P.L.L.C. Wenatchee WA 01/2022 04/2022
Avantax Insurance Agency And/Or Avantax Insurance Services Cashmere WA 09/2023 09/2025
Cetera Wealth Services, Llc Cashmere WA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 05/2022 → 06/2023
    Hedman Partners Llp
    Santa Clarita, CA
  • 06/2023 → 09/2025
    Avantax Investment Services Inc.
    Cashmere, WA
  • 06/2023 → 09/2025
    Avantax Advisory Services
    Cashmere, WA
  • 06/2020 → 09/2020
    Douglas County Public Utility District
    East Wenatchee, WA
  • 04/2016 → 11/2020
    Washington State Liquor And Cannabis Board
    Olympia, WA
  • 06/2021 → 08/2021
    Moss Adams
    Wenatchee, WA
  • 12/2020 → 03/2021
    Homchick, Smith & Associates P.L.L.C.
    Wenatchee, WA
  • 08/2018 → 12/2022
    Central Washington University/The Master's University
    Santa Clarita, CA
  • 08/2014 → 05/2018
    Cashmere High School
    Cashmere, WA
  • 01/2022 → 04/2022
    Homchick, Smith & Associates P.L.L.C.
    Wenatchee, WA
  • 09/2023 → 09/2025
    Avantax Insurance Agency And/Or Avantax Insurance Services
    Cashmere, WA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Cashmere, WA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2023-08-12 → 2025-09-05
    Avantax Advisory Services
    Chelan, WA
    Cashmere, WA
    Dallas, TX
Other Businesses

1) TAMARACK TAX AND CONSULTING LLC POSITION: Financial Advisor NATURE: Top 5 Duties that the Business Provides:1.Tax Preparation Services2. Bookkeeping services3. Consulting Services4. IRS Representation5. Financial Statement Engagements INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 09/05/2023 ADDRESS: 209 Woodring Street, Cashmere WA 98815, United States DESCRIPTION: Top 5 Job Responsibilities:1. Tax Preparation Services2. Bookkeeping Services3. Consulting Services4. Financial planning and advising services5. Team building and business growth activities 2) TAMARACK WEALTH MANAGEMENT LLC POSITION: Financial Advisor NATURE: This is just the Wealth Management department of Tamarack Tax and Consulting. I'm an employee of Tamarack Tax and Consulting. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2019 ADDRESS: 209 Woodring Street, Cashmere WA 98815, United States DESCRIPTION: Tamarack Wealth Management is simply another name/entity affiliated with Tamarack Tax. I have no additional responsibilities with this entity. 3) NAME OF OTHER BUSINESS: KERT FINANCIAL LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-11
  • S66 Uniform Combined State Law Examination
    2023-08-11
Other Names
  • Tyler Dustin Kert
  • Tyler Kert

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