Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-05
WY RA APPROVED 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05
  • WY RA
    APPROVED
    Since 2025-09-05

Branch Locations

610 West Broadway Suite 101, Jackson, WY 83001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avantax Investment Services, Inc. Jackson WY 01/1988 09/2025
Kraig Kobert, Cpa, P.C. Jackson WY 11/1992 Present
Avantax Advisory Services Jackson WY 03/1998 09/2025
Kobert's Consulting Llc Jackson WY 01/2019 Present
Kobert's Consulting Llc Jackson WY 01/2019 Present
Cetera Wealth Services, Llc Jackson WY 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 01/1988 → 09/2025
    Avantax Investment Services, Inc.
    Jackson, WY
  • 11/1992 → Present
    Kraig Kobert, Cpa, P.C.
    Jackson, WY
  • 03/1998 → 09/2025
    Avantax Advisory Services
    Jackson, WY
  • 01/2019 → Present
    Kobert's Consulting Llc
    Jackson, WY
  • 01/2019 → Present
    Kobert's Consulting Llc
    Jackson, WY
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Jackson, WY
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2010-01-06 → 2025-09-05
    Avantax Advisory Services
    Jackson, WY
    Jackson, WY
Other Businesses

1) TETON CENTENNIAL BUILDING INC POSITION: Treasurer/Comptroller NATURE: This entity doesn't do anything but merely exists as the General Partner of a Limited Partnership. It has a budget of $780 per year to file reports with the Secretary of State and a Tax Return for the IRS. It is there to limit liability of Broadway Centennial Building LP as the only General Partner. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/1992 ADDRESS: PO Box 3889, 610 W Broadway suite 101, Jackson WY 83001, United States DESCRIPTION: Keep books & records & report to directors & shareholders 2) Jackson Lodge #48 AF PO Box 11033 Jackson WY 83001 Nonprofit Treasurer/Comptroller 7/1/2016 2hrs~1hrs Keep and report on the books of the Lodge 3) The Masonic Foundation of Jackson Hole Inc PO Box 11033 Jackson WY 83002 Nonprofit Treasurer/Comptroller 7/1/2016 0hrs~0hrs Deposit contributions received 4) No Tengo Rancho, LLC PO Box 3889, 610 W Broadway Suite 104 Jackson WY 83001 Real Estate/Mortgage/Title Services/Appraisal Other 1/20/2005 1hrs~1hrs managing member and manager of commercial real estate. 5) Kraig Kobert, CPA, PC 610 W. Broadway, Suite 104 Jackson WY 83001 Tax Preparation/Accounting Tax Preparation/Accounting 10/1/1978 200hrs~120hrs Managing Partner, President & CPA 6) Jackson Hole Accounting Services Inc PO Box 3642, 610 W Broadway Suite 104 Jackson WY 83001 Accounting/Bookkeeping (No Tax Preparation) Secretary 1/1/2008 1hrs~1hrs Sign minutes & tax forms when necessary. 7) Silver Bullet, Inc PO Box 3889, 610 W Broadway Suite 101 Jackson WY 83001 Other President 1/20/2005 3hrs~0hrs owns and operates an aircraft - Cessna 182 8) Broadway Centennial Building 610 W Broadway, Suite 101 Jackson WY 83001 Rental Property Owner/Management Treasurer/Comptroller 1/20/2005 10hrs~10hrs Collect rent, pay bills, oversee repairs & maintenance, etc. 9) Centennial Properties Inc PO Box 3889, 610 W Broadway Suite 101 Jackson WY 83001 Rental Property Owner/Management Treasurer/Comptroller 6/1/1992 1hrs~1hrs Collect rent & pay bills, do accounting & tax returns. Report to directors/shareholders 10) KOBERT'S CONSULTING LLC POSITION: Managing Member NATURE: This is the entity through which I do all of my financial planning and consulting for same. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/07/2019 ADDRESS: 610 West Broadway, Suite 101, Jackson WY 83001, DESCRIPTION: I work approximately 50% of my day on average doing this type of work: Consulting, Investing for Client accounts, Financial Planning for clients, etc. 11) KOBERT'S CONSULTING LLC POSITION: Managing Member NATURE: This is the entity through which I do all of my financial planning and consulting for same. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/07/2019 ADDRESS: 610 West Broadway, Suite 101, Jackson WY 83001, United States DESCRIPTION: I work approximately 50% of my day on average doing this type of work: Consulting, Investing for Client accounts, Financial Planning for clients, etc. 12) SUBLETTE YORK RITE BODIES POSITION: Secretary/Recorder NATURE: Take minutes of meetings and collect but not deposit dues checks. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: PO Box 851, 281 King Street, Jackson WY 83001, United States DESCRIPTION: Clerical duties and no managerial authority. 13) TETON STORAGE CO LLC POSITION: Partner/General Partner NATURE: Accounting/Bookkeeping (No Tax Preparation) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/23/2013 ADDRESS: PO Box 3889, 610 W Broadway suite 101, Jackson WY 83001, United States DESCRIPTION: Managing Member

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-02-01
  • S63 Uniform Securities Agent State Law Examination
    1988-02-01
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jackson, WY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor