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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Waterloo | IA | 06/2009 | 04/2021 |
| Kremer Kehe Inc | Waterloo | IA | 05/2009 | Present |
| Avantax Advisory Services | Waterloo | IA | 11/2012 | 04/2021 |
| Kremer Kehe Properties Llc | Cedar Falls | IA | 05/2019 | Present |
| Fsb Premier Wealth Management, Inc. | Waterloo | IA | 04/2021 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-10 |
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