Michael Richard Kobs

Current Employers

Employment History

• 08/1989 → Present
  Offerman & Company
  Golden Valley, MN
• 04/2002 → 09/2025
  Avantax Investment Services, Inc.
  Plymouth, MN
• 04/2002 → 09/2025
  Avantax Advisory Services
  Plymouth, MN
• 08/2014 → Present
  Newman Ltc
  Plymouth, MN
• 02/2009 → Present
  Mrk Management Services
  Plymouth, MN
• 03/2004 → Present
  Advisor Net Insurance Rep
  Plymouth, MN
• 04/2018 → Present
  Estate Of Steve Larvick
  Williston, ND
• 09/2020 → Present
  Fiduciary Appointment
  Williston, ND
• 06/2025 → Present
  Stewards Planning Group
  Willmar, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Willmar, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-09-05 → 2026-01-13
  Cetera Investment Advisers Llc
  Wilmar, MN
  Wayzata, MN
• 2010-01-06 → 2025-09-05
  Avantax Advisory Services
  Wilmar, MN
  Wayzata, MN
  Plymouth, MN

Other Businesses

2) Rfutures LLC~'NIR'~3020 Harbor Ln.~Plymouth~MN~55447~Rental Property Owner/Management~Owner/Sole Proprietor~5/1/2008~1hrs~0hrs~Sole Proprietor 3) MRK Financial Solutions, Inc.~'NIR'~3020 Harbor Ln No.~Plymouth~MN~55447~Independent Insurance Agent~President~8/1/1989~20hrs~0hrs~President.Also I do business consulting thru MRK Financial Solutions. 4) MWC Properties~'NIR'~3020 Harbor Ln. No.~Plymouth~MN~55447~Real Estate/Mortgage/Title Services/Appraisal~Partner/General Partner~2/1/2004~2hrs~0hrs~Partner 5) Advisor Net Insurance Rep~'NIR'~3020 Harbor Ln No~Plymouth~MN~55447~Independent Insurance Agent~Insurance Sales Agent~3/1/2004~8hrs~4hrs~Insurance 6) Newman ltc~'NIR'~3020 Harbor ln n~plymouth~MN~55447~Independent Insurance Agent~Insurance Sales Agent~8/15/2014~2hrs~2hrs~LTC ins. sales 7) MRK Management Services~'NIR'~3020 Harbor Ln No.~Plymouth~MN~55447~Other~Owner/Sole Proprietor~2/3/2009~20hrs~0hrs~Sole Proprietor 8) Wentworth Enterprice Center,LLC~'NIR'~3020 Harbor Ln No~Plymouth~MN~55447~Real Estate/Mortgage/Title Services/Appraisal~President~3/1/2005~5hrs~0hrs~President 9) Real Estate~'NIR'~3020 Harbor Ln. No.~Plymouth~MN~55447~Real Estate/Mortgage/Title Services/Appraisal~Owner/Sole Proprietor~2/1/2005~5hrs~0hrs~Sole Proprietor 10) Estate of Steve Larvick~'NIR'~413 23rd Terrace East~Williston~ND~58801~Other~Other~4/24/2018~5hrs~4hrs~Consult with 2 other PRs regarding estate transactions and resolutions 11) Fiduciary Appointment-Trustee~'NIR'~416 23rd Terrace E~Williston~ND~58801~9/15/2020~1hrs~1hrs~None until Marvene passes.| 12) STEWARDS PLANNING GROUP POSITION: Chief Growth officer NATURE: Sale financial services and products INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 06/10/2025 ADDRESS: 1104 19th Ave SW, Willmar MN 56201, United States DESCRIPTION: Help them grow by driving sustainable growth strategies, focusing on expanding market presence, increasing revenue streams, and enhancing customer engagement to achieve business objectives.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-09
• S63 Uniform Securities Agent State Law Examination
  1988-05-25