Donald Ray Meyer

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

• 01/1980 → Present
  Meyer Bookkeeping Inc.
  Portland, OR
• 06/1987 → 09/2025
  Avantax Investment Services, Inc.
  Oregon City, OR
• 02/2012 → 09/2025
  Avantax Advisory Services
  Oregon City, OR
• 10/1989 → Present
  Dba Cascade Tax Serv/Ownr
  Oregon City, OR
• 10/1989 → Present
  Dba Cascade Tax Serv/Ownr
  Oregon City, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Portland, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-02-17 → 2025-09-05
  Avantax Advisory Services
  Oregon City, OR
  Portland, OR

Other Businesses

1) Meyer Bookkeeping Inc~'NIR'~1233 se 122nd ave~portland~OR~97233~Tax Preparation/Accounting~President~1/6/2004~110hrs~3hrs~tax prep/acctg 2) DBA CASCADE TAX SERV/OWNR POSITION: Tax Preparation/Accounting NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 0 START DATE: 10/15/1989; ADDRESS: 122 molalla ave, oregon city OR 97045, United States; DESCRIPTION: tax preperation/acctg

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-05-31
• S65 Uniform Investment Adviser Law Examination
  2012-01-26