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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-09-05 |
| CA | RA | APPROVED | 2025-09-05 |
Branch Locations
Laguna Woods, CA • United States
205 E Benson Blvd Ste 122, Anchorage, AK 99503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Anchorage | AK | 08/2009 | 09/2025 |
| Avantax Insurance Agency, Llc | Anchorage | AK | 08/2009 | 09/2025 |
| Avantax Advisory Services | Anchorage | AK | 08/2009 | 09/2025 |
| Cetera Wealth Services, Llc | Laguna Woods | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Margery Birkedal LLC~4325 Laurel St Ste #205~Anchorage~AK~99508~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/2016~26hrs~10hrs~Prepare Federal income Taxes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-29 |
| S66 | Uniform Combined State Law Examination | 1997-11-17 |
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