Jean Ann Blanke

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

• 05/2003 → Present
  Jean Ann Blanke ,Ea
  Plymouth, WI
• 09/2004 → 09/2025
  Avantax Investment Services, Inc.
  Plymouth, WI
• 03/2007 → 09/2025
  Avantax Advisory Services
  Plymouth, WI
• 12/2004 → 09/2025
  Avantax Insurance Agency, Llc
  Plymouth, WI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Plymouth, WI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-03-30 → 2025-09-05
  Avantax Advisory Services
  Plymouth, WI
  Plymouth, WI

Other Businesses

1) JEAN ANN BLANKE, EA CHFC & ASSOCIATES POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 07/05/2013 ADDRESS: 515 E Mill St, Suite 7, Plymouth WI 53073, United States DESCRIPTION: Tax preparation, tax planning, representation before the IRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-12
• S66 Uniform Combined State Law Examination
  2004-11-23
• S63 Uniform Securities Agent State Law Examination
  1999-05-19

Designations

• Chartered Financial Consultant

Other Names

• Jean Ann Blanke
• Jean Ann Blanke