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Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-05-08
  • LA RA
    APPROVED
    Since 2026-05-08

Branch Locations

1201 Brashear Ave Suite 301, Morgan City, LA 70380 • United States

Cetera Investment Advisers Llc

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

Current Registrations

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

Branch Locations

1201 Brashear Ave Suite 301, Morgan City, LA 70380 • 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
Darnall, Sikes & Frederick Cpas Morgan City LA 01/2013 Present
Darnall Sikes Wealth Partners, Llc Morgan City LA 02/2024 Present
Avantax Advisory Services Morgan City LA 02/2024 09/2025
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
Avantax Planning Partners, Inc. Dubuque IA 03/2026 Present
  • 01/2013 → Present
    Darnall, Sikes & Frederick Cpas
    Morgan City, LA
  • 02/2024 → Present
    Darnall Sikes Wealth Partners, Llc
    Morgan City, LA
  • 02/2024 → 09/2025
    Avantax Advisory Services
    Morgan City, LA
  • 09/2025 → Present
    Schaumburg, IL
  • 03/2026 → Present
    Dubuque, IA
Previous Registrations
  • 2024-02-29 → 2025-09-05
    Avantax Advisory Services
    Dallas, TX
    Morgan City, LA
Other Businesses

1) DARNALL SIKES WEALTH PARTNERS, LLC POSITION: Financial Advisor NATURE: Investment advisory services including retirement planning services, estate planning and tax planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 02/08/2024 ADDRESS: 1201 Brashear Ave., Ste 301, Morgan City LA 70380, United States DESCRIPTION: Meet with clients on services provided, review progress towards goals, provide estate planning, investment performance reviews. 2)LOUISIANA SHRIMP AND PETROLEUM FESTIVAL AND FAIR ASSOCIATION, INC. POSITION: Treasurer NATURE: Nonprofit organization designed to promote the shrimp and oil industries locally with an annual festival. Festival is held annually on Labor Day weekend in Morgan City, LA. Planning and meetings are performed year-round by board members and volunteers. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: 715 Second Street, Morgan City LA 70380, United States DESCRIPTION: Treasurer - process accounts receivable, accounts payable, payroll. Financial and income tax reporting requirements. Attend meetings that are held monthly at the festival office. 3) MORGAN CITY ROTARY CLUB, INC. POSITION: Board Member NATURE: Rotary Club is a nonprofit organization that promotes business relationships in the local area. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2015 ADDRESS: 1201 Brashear Ave., Ste 301, Morgan City LA 70380, United States DESCRIPTION: Board member that assists with accounting functions such as accounts receivable, accounts payable, preparation of financial statements and income tax returns. Meetings are attended on an occasional basis. 4) DARNALL, SIKES & FREDERICK CPAS POSITION: Manager NATURE: The firm provides a wide variety of accounting services including: tax preparation, business consulting, tax planning, bookkeeping services, payroll services. INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2013 ADDRESS: 1201 Brashear Ave, Ste 301, Morgan City LA 70380, United States DESCRIPTION: Within the firm, I am responsible for the following functions: managing workflow to include tax returns and bookkeeping services, client relations/ meetings, review of tax returns, review of accounting work, general business consulting services.

Designations
Other Names
  • Claire Richard Reiners
  • Claire R Reiners

View on SEC IAPD

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