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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-05 |
Branch Locations
6320 West Forest Home Ave, Milwaukee, WI 53220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc | Milwaukee | WI | 06/2011 | 09/2025 |
| Acc-U-Rite Tax & Financial Services | Milwaukee | WI | 12/2009 | Present |
| Acc-U-Rite Tax Service, Inc | Milwaukee | WI | 11/2011 | Present |
| Avantax Advisory Services | Milwaukee | WI | 10/2012 | 09/2025 |
| Avantax Insurance Agency, Llc | Milwaukee | WI | 12/2013 | 09/2025 |
| Cetera Wealth Services, Llc | Milwaukee | WI | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Acc-U-Rite Tax Service, Inc~'NIR'~6320 W Forest Home Ave~Milwaukee~WI~53220~Tax Preparation/Accounting~Tax Preparation/Accounting~11/7/2011~160hrs~130hrs~Prepare taxes for clients.| 2) Acc-u-rite Tax & Financial Services~'NIR'~726 Royal Drive~West Bend~WI~53090~Tax Preparation/Accounting~Tax Preparation/Accounting~12/1/2009~60hrs~0hrs~tax preparation|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-13 |
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