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Cetera Investment Advisers LLC CRD 105644
$257B regulatory AUM 24,019 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Lindale | TX | 10/1987 | 09/2025 |
| Camp Financial Services, Llc | Lindale | TX | 07/2013 | Present |
| Avantax Advisory Services | Lindale | TX | 07/2014 | 09/2025 |
| Camp Tax & Wealth, Llc | Lindale | TX | 07/2013 | Present |
| Cetera Wealth Services, Llc | Lindale | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Camp Financial Services, LLC 106 East South Street Lindale TX 75771~Tax Preparation/Accounting~Owner/Sole Proprietor~7/1/2013~30hrs~30hrs~Income tax preparation and consultation 2) Camp Financial Properties, LLC P O Box 1450 Lindale TX~75771~Rental Property Owner/Management~Partner/General Partner~1/1/2011~2hrs~0hrs~oversight 3) CAMP TAX & WEALTH, LLC POSITION: Managing Member NATURE: Tax consulting and financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 07/01/2013 ADDRESS: 106 East South Street, Lindale TX 75771, United States DESCRIPTION: Income tax preparation Income tax consultation Wealth management Business planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-04 |
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