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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-05 |
| ND | RA | APPROVED | 2025-09-05 |
Branch Locations
Grand Forks, ND • United States
808 Washington Ave Suite 22A, Detroit Lakes, MN 56501 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Detroit Lakes | MN | 02/1999 | 09/2025 |
| Money Matters Nd Inc | Reiles Acres | ND | 07/2010 | Present |
| Ee Dorsett & Associates, Inc. | Fargo | ND | 02/2004 | Present |
| Clearpath Advisors | Detroit Lakes | MN | 10/2013 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Service | Detroit Lakes | MN | 02/1999 | 09/2025 |
| Cetera Wealth Services, Llc | Grand Forks | ND | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Money Matters MN, Inc. 107 Graystone Plaza~Detroit Lakes~MN~56501~Accounting Services/Tax Preparation~Owner~7/11/2010~200hrs~120hrs~CEO and Principal Tax Advisor. Tax Preparation of over 300 tax returns 2) EE Dorsett & Associates, Inc. 112 University Dr N~Fargo~ND~58102~Insurance Agent~Agent~2/25/2004~3hrs~0hrs~Online maintaining an affiliation to receive commission on previously placed health insurance business 3) Money Matters ND, Inc. 4650 35th Ave N~Reiles Acres~ND~58102~Accounting Services/Tax Preparation~Employee~7/11/2010~60hrs~0hrs~I provided preparation of forms 1040, 1120, 1120S, and 990 for individuals and businesses. I also provide tax specific advice to those same clients.| 4) CLEARPATH ADVISORS POSITION: President NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 10/07/2013 ADDRESS: 107 Graystone Plaza, Detroit Lakes MN 56501, DESCRIPTION: CEO and Principal Tax Advisor. Tax Preparation of over 300 tax returns 5) NAMELESS RACING LLC POSITION: Single Member/Manager NATURE: Racing team active in motor sports specifically drag racing. Providing sponsorship and marketing opportunities to those who are interested. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 4 START DATE: 03/03/2023 ADDRESS: 417 Main Ave, Ste 209, Fargo ND 58103, US; Driver, mechanic, recruiting of potential sponsors. Team management along with other three members of the race team in equal measure.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-03 |
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