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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Siebrecht & Co., P.C. Dba Pottebaum & Van Bruggen, P.C. | Sioux Center | IA | 08/2005 | Present |
| 1St Global Capital Corp | Sioux Center | IA | 04/2013 | 03/2019 |
| 1St Global Advisors Inc | Sioux Center | IA | 04/2013 | 03/2019 |
| Mariner Wealth Advisors | Overland Park | KS | 10/2019 | 02/2024 |
| Pvb Holdings, Llc | Sioux Center | IA | 05/2019 | Present |
| Avantax Advisory Services | Sioux Center | IA | 06/2024 | 09/2025 |
| Avantax Insurance Agency, Llc | Sioux Center | IA | 06/2024 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: INSURANCE AGENT NATURE: SELLING INSURANCE PRODUCTS APPROVED THROUGH AVANTAX INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2024 ADDRESS: 51 St Andrews Way, Sioux Center IA 51250, United States DESCRIPTION: MEET WITH CLIENTS, FIND INSURANCE PRODUCT NEEDS AND PROVIDE BEST OPTIONS. 2) PVB HOLDINGS LLC POSITION: MEMBER NATURE: THIS IS THE RENTAL PARTNERSHIP FOR OUR OFFICE BUILDING INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2019 ADDRESS: 51 St Andrews Way, Sioux Center IA 51250, United States DESCRIPTION: COLLECT RENTS AND GET MAINTENANCE WHEN NEEDED. 3)SIEBRECHT & CO., P.C. DBA POTTEBAUM & VAN BRUGGEN, P.C. POSITION: SECRETARY NATURE: We offer tax, bookkeeping, and payroll services for businesses and individuals. The includes both preparation and planning. We will also be offering investment planning, retirement planning, and financial planning through Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/24/2005 ADDRESS: 51 St Andrews Way, Sioux Center IA 51250, United States DESCRIPTION: Client Meetings, Tax Preparation, Tax Review, Firm Strategy, Personnel Management, Financial Planning, Retirement Planning, Investment Planning, will be using this entity to market Avantax business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-21 |
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