Michael D Livens

Current Employers

Employment History

• 05/2005 → 09/2025
  Avantax Investment Services, Inc.
  Fort Collins, CO
• 11/2006 → 09/2025
  Avantax Advisory Services
  Fort Collins, CO
• 07/2011 → Present
  Michael D Livens, Cpa
  Fort Collins, CO
• 08/1994 → Present
  Michael D Livens Pc
  Fort Collins, CO
• 06/2005 → Present
  Michael D Livens
  Fort Collins, CO
• 06/2020 → 06/2023
  660 S Alton Way 4A Llc
  Fort Collins, CO
• 06/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Timnath, CO
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Timnath, CO
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-02-05 → 2025-09-05
  Avantax Advisory Services
  Loveland, CO
  Loveland, CO
  Timnath, CO
• 1998-11-05 → 2002-12-31
  Sunamerica Securities, Inc.
  Southlake, TX

Other Businesses

1) Michael D Livens~P O Box 1516~FORT COLLINS~CO~80522~Independent Insurance Agent~Insurance Sales Agent~6/22/2005~2hrs~2hrs~SELL INSURANCE 2) Michael D. Livens, PC~Po Box 1516~FORT COLLINS~CO~80522~Accounting Services/Tax Preparation~Other~8/30/1994~120hrs~100hrs~AS OWNER OF THE BUSINESS I REVIEW THE FINCANCIAL STATEMENTS AND PAYROLL REPORTS PREPARED FOR OUR BUSINESS CLIENTS. I ALSO MEET, GATHER TAX DATA AND UPON COMPLETION OF RETURNS BY STAFF REVIEW AND PRESENT TO CLIENTS. I DO THE ADMINISTRATIVE DUTIES IN RUNNING THE OFFICE BY DOING BILLING, HIRING AND PAYABLES. 3) RENTAL PROPERTIES~PO BOX 1516~FORT COLLINS~CO~80522~Real Estate~Partner/General Partner~11/1/2015~10hrs~5hrs~I AM PART OWNER OF VARIOUS RENTAL PROPERTIES AND HANDLE THE ACCOUNTING. 4) Michael D. Livens, CPA~P.O. Box 15116~Fort Collins~CO~80522~Tax Preparation/Accounting~Tax Preparation/Accounting~7/25/2011~15hrs~10hrs~Tax preparation and accounting.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-02
• S65 Uniform Investment Adviser Law Examination
  1999-05-07
• S63 Uniform Securities Agent State Law Examination
  1998-11-04