Ryan David Mendenhall

Current Employers

Employment History

• 07/2023 → 09/2025
  Avantax Investment Services Inc.
  Newberg, OR
• 07/2023 → 09/2025
  Avantax Advisory Services
  Newberg, OR
• 12/2022 → 12/2022
  Tax & Wealth Management, Llp
  Corvallis, OR
• 01/2022 → 11/2022
  Delap Llp
  Lake Oswego, OR
• 03/2019 → 11/2022
  George Fox University
  Newberg, OR
• 06/2018 → 11/2018
  Stutzman & Kropf Contractors, Inc.
  Albany, OR
• 01/2013 → 04/2020
  Tax And Wealth Management
  Corvallis, OR
• 07/2018 → 07/2019
  Western Display Fireworks, Ltd
  Canby, OR
• 07/2021 → 07/2023
  Western Display Fireworks, Ltd
  Canby, OR
• 05/2019 → 07/2019
  Stutzman & Kropf Contractors, Inc.
  Albany, OR
• 05/2020 → 07/2020
  Stutzman & Kropf Contractors, Inc.
  Albany, OR
• 12/2022 → Present
  Tax & Wealth Management, Llp
  Corvallis, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Corvallis, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2026 → Present
  Personal Rental Property
  Newberg, OR

Previous Registrations

• 2023-12-01 → 2025-09-05
  Avantax Advisory Services
  Corvallis, OR
  Dallas, TX
  Newberg, OR

Other Businesses

1) TAX & WEALTH MANAGEMENT, LLP POSITION: Staff Accountant NATURE: - Tax preparation- Tax Consulting- Investment Advising- Financial Compilations and Reviews- Estate Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/06/2022 ADDRESS: 2334 NW Professional Dr, Corvallis OR 97330, United States DESCRIPTION: - Tax preparation- Client contact- Financial statement compilation- Administrative tasks as needed- Estimates and tax projections 2)Tax & Wealth Management, LLP; Staff Accountant; - Tax preparation- Tax Consulting- Investment Advising- Financial Compilations and Reviews- Estate Planning; IR; 130; 12/06/2022; 2334 NW Professional Dr Corvallis OR 97330; - Tax preparation- Client contact- Financial statement compilation- Administrative tasks as needed- Estimates and tax projections 3) NAME OF OTHER BUSINESS: RYAN DAVID MENDENHALL - NOTARY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY SERVICES; START DATE: 2/2025; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLICL APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0.5; BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES; 4). NAME OF OTHER BUSINESS: RENTAL PERSONAL PROPERTY INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RENTAL START DATE: 05/01/2026 POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: COLLECTING RENTS

Exams

• S66 Uniform Combined State Law Examination
  2023-11-30

Other Names

• Ryan D Mendenhall