Janell Kay Eckert

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

• 05/1999 → 09/2025
  Avantax Investment Services, Inc.
  San Angelo, TX
• 08/2012 → 09/2025
  Avantax Advisory Services
  San Angelo, TX
• 02/2013 → 09/2025
  Avantax Insurance Agency Llc
  San Angelo, TX
• 12/2015 → 05/2020
  Holtman, Eckert, Peterson & Wilson Pc
  San Angelo, TX
• 12/2018 → Present
  Janell Eckert
  San Angelo, TX
• 06/2020 → Present
  Tactical Wealth Management
  San Angelo, TX
• 01/2025 → Present
  Concho Valley Republican Women
  San Angelo, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Midland, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-08-01 → 2025-09-05
  Avantax Advisory Services
  San Angelo, TX
  San Angelo, TX
  San Angelo, TX

Other Businesses

1) Janell Eckert~878 Buffalo Lane~San Angelo~TX~76901~Other~Owner~12/10/2018~2hrs~2hrs~I will be an instructor, professional speaker, and presenter of CPE continuing education classes for CPAs. My classes will be very general in financial nature and should NOT be investment related; however, I will submit all my class presentations to HD Vest Advertising Compliance for review prior to presenting them. This will be a part-time sole proprietor side 2) Tactical Wealth Management Inc.~133 W Concho Ave, Suite 106~San Angelo~TX~76903~Other~Independent Contractor~6/1/2020~120hrs~120hrs~I will be an independent contractor to manage the branch office in San Angelo and continue to provide financial services to clients under my Rep # with Avantax. 3) DBA JANELL W ECKERT; POSITION: Owner NATURE: Sole Practice CPA and Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/01/2020; 133 W Concho Ave, Suite 106, San Angelo TX 76903, Tax Preparation for Individuals and Trusts - Financial Services under Avantax and contract labor under Tactical Wealth Management 4) TAXACT; POSITION: Xpert Assist NATURE: As a remote, seasonal TaxAct Xpert, you will play an important role in delivering a delightful experience that seeks to unlock tax advantages for our customers by leveraging your tax expertise and exceptional communication and interpersonal skills. You will help TaxAct customers confidently file their taxes by providing expert guidance and advice, reviewing tax calculations, and clarifying questions within the online software. This is a seasonal, virtual, customer-facing role. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 01/03/2023 133 W Concho Ave, Suite 106, San Angelo TX 76903, As a remote, seasonal TaxAct Xpert, you will play an important role in delivering a delightful experience that seeks to unlock tax advantages for our customers by leveraging your tax expertise and exceptional communication and interpersonal skills. You will help TaxAct customers confidently fi le their taxes by providing expert guidance and advice, reviewing tax calculations, and clarifying questions within the online software. This is a seasonal, virtual, customer-facing role. 5) CONCHO VALLEY REPUBLICAN WOMEN: Volunteer non profit political that engages Republican women and hosts monthly luncheons and learning opportunities. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2025 ADDRESS: PO Box 60583, San Angelo TX 76906, United States DESCRIPTION: I will take the minutes of the meetings of approximately 10 board meetings and approximately 10 meetings of the general membership. If elected, my term will begin January 1, 2025 and end December 31, 2025. My duties will be recordkeeping only. I will NOT have any investment or financial related duties or responsibilities. This is strictly volunteer and unpaid 6) Tactical Wealth Management Inc. (1); Independent Contractor; This is a service company for marketing of branch services pursuant to an Avantax Sub-accounting Policies and Procedures Agreement with Donald Ruppanner Rep #19240 as Lead Rep and Janell Eckert Rep #16241 as Sub-Advisor.; IR; 120; 06/01/2020; 133 W Concho Ave, Suite 106 San Angelo TX 76903; I will be an independent contractor to manage the branch office in San Angelo and continue to provide financial services to clients under my Rep # with Avantax.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-26
• S63 Uniform Securities Agent State Law Examination
  1999-08-13

Other Names

• Janell Kay Werner
• Janell Eckert
• Jannell Kay Eckert