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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 |
| WY | RA | APPROVED | 2025-09-05 |
Branch Locations
610 West Broadway Suite 101, Jackson, WY 83001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-02-01 |
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