William Joseph Flippen

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

• 01/1972 → Present
  William J Flippen Accounting & Tax Servi
  Metarie, LA
• 10/1985 → 09/2025
  Avantax Investment Services, Inc.
  Madisonville, LA
• 01/2017 → 01/2024
  Posner Accounting
  Metairie, LA
• 02/2018 → 09/2025
  Avantax Advisory Services
  Madisonville, LA
• 02/2003 → 09/2025
  Avantax Insurance Agency, Llc
  Madisonville, LA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Madisonville, LA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-02-14 → 2025-09-05
  Avantax Advisory Services
  Madisonville, LA
• 2002-07-24 → 2010-10-19
  Avantax Advisory Services
  Metairie, LA

Other Businesses

1) Flippen Accounting & Tax Svc~'NIR'~668 Deciduous Loop~Madisonville~LA~70447~Tax Preparation/Accounting~Tax Preparation/Accounting~11/5/1990~35hrs~0hrs~Prep of Monthly Accounting & Annual Tax Returns|William J Flippen~'NIR'~668 Deciduous Loop~Madisonville~LA~70447~Tax Preparation/Accounting~Accountant/Bookkeeper~2/1/2012~30hrs~20hrs~Preparing Tax Returns|posner accountung~'NIR'~3032 ridgelake metairie~metairie~LA~70002~Accounting Services/Tax Preparation~Independent Contractor~1/2/2017~110hrs~110hrs~interviewing clients, preparing returns.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-05-24