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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_RES 2025-09-05
FL RA APPROVED 2025-08-12
  • TX RA
    APPROVED_RES
    Since 2025-09-05
  • FL RA
    APPROVED
    Since 2025-08-12

Branch Locations

6260 Lake Osprey Dr, Lakewood Ranch, FL 34240 • 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
Robert W. Baird & Co. Incorporated Sarasota FL 03/2007 11/2018
Avantax Investment Services, Inc. Sarasota FL 11/2018 09/2025
Avantax Advisory Services Sarasota FL 11/2018 09/2025
Avantax Insurance Agency Llc Sarasota FL 11/2018 09/2025
Sunshine Investment Homes Parrish FL 04/2010 Present
Aksala Wealth Advisors, Llc Lakewood Ranch FL 10/2018 Present
Avantax Planning Partners, Inc. Sarasota FL 05/2021 Present
Sunshine Investment Homes Parrish FL 04/2010 Present
Cetera Investment Advisers, Llc Schaumburg IL 08/2025 Present
Cetera Wealth Services, Llc Lakewood Ranch FL 09/2025 Present
Sarasota Herald Tribune Lakewood Ranch FL 03/2016 Present
Aksala Ventures Llc St. Petersburg FL 07/2026 Present
  • 03/2007 → 11/2018
    Sarasota, FL
  • 11/2018 → 09/2025
    Avantax Investment Services, Inc.
    Sarasota, FL
  • 11/2018 → 09/2025
    Avantax Advisory Services
    Sarasota, FL
  • 11/2018 → 09/2025
    Avantax Insurance Agency Llc
    Sarasota, FL
  • 04/2010 → Present
    Sunshine Investment Homes
    Parrish, FL
  • 10/2018 → Present
    Aksala Wealth Advisors, Llc
    Lakewood Ranch, FL
  • 05/2021 → Present
    Sarasota, FL
  • 04/2010 → Present
    Sunshine Investment Homes
    Parrish, FL
  • 08/2025 → Present
    Schaumburg, IL
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Lakewood Ranch, FL
  • 03/2016 → Present
    Sarasota Herald Tribune
    Lakewood Ranch, FL
  • 07/2026 → Present
    Aksala Ventures Llc
    St. Petersburg, FL
Previous Registrations
Other Businesses

1) Sunshine Investment Homes 11715 69th St East~Parrish~FL~34219~Rental Property~Other~4/23/2010~5hrs~5hrs~I manage the properties, arrange maintenance, advertise the properties, manage tenants and collect rents. I spend a majority of my time arranging for maintenance and managing the tenants. 2) PALMETTO CHARTER SCHOOL POSITION: Volunteer Board Member NATURE: Volunteer School Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/22/2020 ADDRESS: 1601 17st St W, Palmetto FL 34221, DESCRIPTION: Attend school board meetingsReview proposals 3) AKSALA WEALTH ADVISORS, LLC POSITION: Owner NATURE: Financial Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/10/2018 ADDRESS: 6260 Lake Osprey Dr, Lakewood Ranch FL 34240, United States DESCRIPTION: Provide long-term retirement and investment planning advice. 4). NAME OF OTHER BUSINESS: SARASOTA HERALD TRIBUNE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: COLUMNIST; START DATE: 03/09/2016; POSITION/TITLE/RELATIONSHIP: GUEST COLUMNIST; APX NUMBER OF HRS PER WEEK: 1; APX NUMBER OF HRS DURING TRADING HOURS:1; BRIEF DESCRIPTION OF DUTIES: COLUMNIST ON FINANCIAL EDUCATION TOPICS; 5) NAME OF OTHER BUSINESS: AKSALA VENTURES LLC; INVESTMENT RELATED: NO; ADDRESS: 7901 4TH ST N, STE 300, ST. PETERSBURG, FL 33702; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 7/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-13
S63 Uniform Securities Agent State Law Examination 2002-05-01
  • S65 Uniform Investment Adviser Law Examination
    2004-09-13
  • S63 Uniform Securities Agent State Law Examination
    2002-05-01

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