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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Biggs, Hausserman, Thompson & Dickinson | Saranac | MI | 07/1987 | Present |
| Avantax Investment Services, Inc. | Saranac | MI | 10/1997 | 09/2025 |
| Avantax Advisory Services | Saranac | MI | 03/2010 | 09/2025 |
| Biggs,Dickinson & Roberts Wealth Mgmt. Srvcs., Llc | Saranac | MI | 04/2011 | Present |
| Mercantile Bank Of Michigan( A Subsidary Of Mbwm) | Grand Rapids | MI | 07/2014 | 05/2025 |
| Biggs, Hausserman, Thompson & Dickinson Pc | Saranac | WI | 06/1983 | Present |
| Avantax Insurance Agency, Llc | Saranac | MI | 07/2001 | 09/2025 |
| Cetera Wealth Services, Llc | Saranac | MI | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Zuker & Dickinson~929 Southview~Ionia~MI~48846~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/95~1hrs~0hrs~Oversee rental property owned by Zuker & Dickinson. 2) Ionia County Community Foundation~302 W Main Street~Ionia~MI~48846~Club/Association Director/Officer~Other~4/19/04~1hrs~0hrs~Meet monthly to establish fund raising projects and annually provide grants to non-profits located in Ionia county. 3) City of Ionia Compensation Commiss~114 N. Kidd St.~Ionia~MI~48846~Government Agency Employee/Contractor~Other~1/1/05~1hrs~0hrs~Compensation Commissioner full co name- City of Ionia Compensation Commission. 4) Laker Development Company, Inc~929 Southview Drive~Ionia~MI~48881~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/99~1hrs~0hrs~Oversee rental property owned by Lake Development Company. 5) Levalley United Methodist Church~1461 E. David Hwy.~Ionia~MI~48846~Other~Treasurer/Comptroller~1/1/97~4hrs~0hrs~Volunteer treasurer for church, responsible for payment of account payable and related record keeping. 6) Biggs, Hausserman, Thompson & Dickinson PC; Saranac MI 48881; Accounting Services/Tax Preparation; Employee; 6/25/83; 80hrs; 40hrs; Prepare income tax returns for individuals, partnerships, corporations and estates and trusts. 7) Biggs,Dickinson & Roberts Wealth Mgmt. Services., LLC; Saranac MI 48881; Partner/General Partner; 4/1/2011; 70hrs; 60hrs; Operational and/or Marketing Name for Avantax. 8) Sparrow Ionia Hospital; Ionia MI 48846; Board Position/Officer; 1/31/2019; 2hrs; 0hrs; Review hospital operating results and provide suggestions for improvement, assist the hospital in community outreach on services provided, assist with hospital fund raising goals. 9) CITY OF IONIA BROWNFIELD REDEVELOPMENT AUTHORITY; Member; Is being created to redevelop properties in the City of Ionia ~NIR~ 2HRS; 0HRS; 8/14/23; Ionia MI 48846; This is a new entity being created by the City of Ionia. The members of the BRA will review proposals for redevelopment of eligible property and determine financial incentives to be offered for redevelopment.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-01-15 |
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