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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 | 2025-10-23 |
Branch Locations
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-08-05 |
Branch Locations
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ibm | Dubuque | IA | 03/2013 | 06/2017 |
| Honkamp Krueger Financial Services | Dubuque | IA | 06/2017 | 08/2020 |
| Avantax Planning Partners | Dubuque | IA | 08/2020 | 11/2022 |
| Avantax Planning Partners Inc | Dubuque | IA | 11/2022 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2024 | Present |
| Avantax Investment Services | Dubuque | IA | 08/2023 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2025 | Present |
| Cetera Advisors Llc | Greenwood Village | CO | 08/2024 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2024 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
| S66 | Uniform Combined State Law Examination | 2003-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-19 |
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