DM
David L. Mendenhall
CETERA INVESTMENT ADVISERS LLC
CORVALLIS, OR 97330
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CRD#: 4047149
DM
Professional summary
David Lester Mendenhall is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Corvallis, Oregon and CETERA WEALTH SERVICES, LLC located in Corvallis, Oregon.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. David has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Fiduciary Appointment Trustee 3875 Three Lakes Rd~Albany~OR~97322~2/1/2010~1hrs~0hrs~Prepare check for annual term policy premium. Prepare annual letters to beneficiaries 2) Financial Services Practice LLC 2334 NW Professional Dr Corvallis OR 97330 Accounting/Bookkeeping (No Tax Preparation)~Accountant/Bookkeeper~1/5/2011~1hrs~0hrs~Bookkeeping 3) Professional Drive, LLC 2334 NW Professional Dr Corvallis OR 97330 Real Estate/Mortgage/Title Services/Appraisal Other~6/6/2003~1hrs~0hrs~commercial real estate member 4) Western Display Fireworks LTD 10946 S New Era Raod Canby OR 97013 7/4/2012~1hrs~0hrs Pyrotechnician for occasional fireworks shows including the 4th of July celebrations 5) David Mendenhall CPA PC 2334 NW Professional Dr Corvallis OR 97330 Tax Preparation/Accounting President 9/1/1998~1hrs~0hrs~CPA 6) Tax Debt Strategies LLC 2334 NW Professional Drive Corvallis OR 97330 Accounting Services/Tax Preparation Owner 8/4/2017~0hrs~0hrs~None 7) Tax & Wealth Management LLP 2334 NW Professional Dr Corvallis OR 97330 Accounting Services/Tax Preparation Owner~1/1/2011~120hrs~100hrs~I am a partner in this firm and spend most of my time meeting with clients in the office or on the phone, reviewing staff work for completion and quality. 8) Fiduciary Appointment-Trustee 1110 NW Overlook Dr Corvallis OR 97330 8/10/2020 2-5 hourshrs~2-5 hourshrs~My duties will be to assist the other trustee in preparing tax returns, providing advice as to transactions necessary to provide cash flow to the beneficiary of the trust according to the trust document.| 9) TAX & WEALTH MANAGEMENT LLP 401(K) PLAN POSITION: Trustee NATURE: Management and oversite ofcompany 401(k) plan,. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2021 ADDRESS: 2334 NW Professional Dr, Corvallis OR 97330, DESCRIPTION: Interaction with TPA, employees, broker dealer,investment companies, filing appropriate governmental forms that are required. 10) LORUSSO FAMILY TRUST POSITION: Successor Trustee NATURE: I will be closing the estate. Paying outstanding bills, making sure tax returns are filed, distributing assets to charity per the trust document. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/05/2023 ADDRESS: 2334 NW Professional Dr, Corvallis OR 97330, United States DESCRIPTION: I will be closing the estate. Paying outstanding bills, making sure tax returns are filed, distributing assets to charity per the trust document. 11) Kevin & Karen Kropf Irrevocable Life Insurance Tru; Trustee; Fiduciary Appointment; NIR; 0; 02/01/2010; 3875 Three Lakes Rd Albany OR 97322; Prepare check for annual term policy premium. Prepare annual letters to beneficiaries 12)Tax & Wealth Management LLP (1); Owner; We prepare tax returns, financial statements, payroll, and consulting services.; IR; 100; 01/01/2011; 2334 NW Professional Dr Corvallis OR 97330; I am a partner in this firm and spend most of my time meeting with clients in the office or on the phone, reviewing staff work for completion and quality.
CRS (Client Relationship Summary) - RIA
Click below to view David Lester Mendenhall's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2334 Nw Professional Drive, Corvallis, OR 97330RIA
CRD#: 105644
CORVALLIS, OR
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2334 Nw Professional Drive, Corvallis, OR 97330BD
CRD#: 13572
CORVALLIS, OR
Past
February 22, 2000 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
CORVALLIS, OR
Past
January 19, 2000 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
CORVALLIS, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/5/2025)
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Hawaii(9/5/2025)
RR
Idaho(9/5/2025)
RR
Illinois(9/18/2025)
RR
Indiana(9/5/2025)
RR
Kansas(9/5/2025)
RR
Kentucky(9/5/2025)
RR
Missouri(9/5/2025)
RR
Nevada(9/5/2025)
RR
Oklahoma(9/5/2025)
RR
Oregon(9/5/2025)
IAR
Oregon(9/5/2025)
RR
South Carolina(9/5/2025)
RR
South Dakota(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Utah(9/5/2025)
RR
Virginia(9/5/2025)
RR
Washington(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Corvallis, OR 97330TRUST BUT VERIFY
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