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 2026-01-23
IL RA APPROVED 2025-09-05
  • TX RA
    APPROVED
    Since 2026-01-23
  • IL RA
    APPROVED
    Since 2025-09-05

Branch Locations

6301 S. Cass Ave. Ste 301, Westmont, IL 60559 • 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
Michael R. Webb (Self Employed) Westmont IL 11/1980 Present
Avantax Investment Services, Inc. Westmont IL 11/1988 09/2025
Avantax Advisory Services Westmont IL 01/1994 09/2025
Avantax Insurance Agency, Llc Westmont IL 03/2012 09/2025
Fiduciary Trust Westmont IL 12/2012 04/2018
Cetera Wealth Services, Llc Westmont IL 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 11/1980 → Present
    Michael R. Webb (Self Employed)
    Westmont, IL
  • 11/1988 → 09/2025
    Avantax Investment Services, Inc.
    Westmont, IL
  • 01/1994 → 09/2025
    Avantax Advisory Services
    Westmont, IL
  • 03/2012 → 09/2025
    Avantax Insurance Agency, Llc
    Westmont, IL
  • 12/2012 → 04/2018
    Fiduciary Trust
    Westmont, IL
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Westmont, IL
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 1998-02-22 → 2025-09-05
    Avantax Advisory Services
    Westmont, IL
Other Businesses

1) MICHAEL WEBB & ASSOC~'NIR'~6301 SOUTH CASS AVE, SUITE 31~WESTMONT~IL~60559~Tax Preparation/Accounting~Owner/Sole Proprietor~4/1/1980~12hrs~160hrs~PRESIDE OVER TAX PREP OF INDIVIDUAL & BUS TAX RETURNS 2) BLUE CROSS/BLUE SHIELD POSITION: INSURNACE AGENT NATURE: SELLER OF MEDICARE SUPP PLANS--PREVIOUSLY DISCLOSED INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2010 ADDRESS: 6301 S. Cass Avenue, Suite 301, Westmont IL 60559, United States DESCRIPTION: SELLER OF MED SUP PLANS-PREVIOUSLY DISCLOSED 3) DBA WEBB FINANCIAL SERVICES POSITION: OWNER NATURE: UMBRELLA FOR FINANCIAL SERVICES PROVIDED TO CLIENTS INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/30/2021 ADDRESS: 6301 S. Cass Avenue, Suite 301, Westmont IL 60559, United States DESCRIPTION: AVANTAX ADVISOR: WEBB FINANCIAL SERVICESDBA FOR TAX RETURN ON SCH C

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-12
S63 Uniform Securities Agent State Law Examination 1991-10-10
  • S65 Uniform Investment Adviser Law Examination
    1998-08-12
  • S63 Uniform Securities Agent State Law Examination
    1991-10-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westmont, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor