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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-09-05
  • OH RA
    APPROVED
    Since 2025-09-05

Branch Locations

807 Blue Jacket Drive, Ft Recovery, OH 45846 • United States

215 N. Main St, Celina, OH 45822 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
1St Global Capital Corp. Coldwater OH 10/1999 10/2019
1St Global Advisors, Inc. Coldwater OH 12/1999 10/2019
Avantax Insurance Services, Inc. Celina OH 03/2006 09/2025
Muhlenkamp & Associates, Llc Celina OH 07/2015 Present
Avantax Investment Services, Inc. Celina OH 10/2019 09/2025
Avantax Advisory Services Celina OH 10/2019 09/2025
Muhlenkamp & Associates Llc Celina OH 07/2015 Present
Cetera Wealth Services, Llc Ft Recovery OH 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 10/1999 → 10/2019
    1St Global Capital Corp.
    Coldwater, OH
  • 12/1999 → 10/2019
    1St Global Advisors, Inc.
    Coldwater, OH
  • 03/2006 → 09/2025
    Avantax Insurance Services, Inc.
    Celina, OH
  • 07/2015 → Present
    Muhlenkamp & Associates, Llc
    Celina, OH
  • 10/2019 → 09/2025
    Avantax Investment Services, Inc.
    Celina, OH
  • 10/2019 → 09/2025
    Avantax Advisory Services
    Celina, OH
  • 07/2015 → Present
    Muhlenkamp & Associates Llc
    Celina, OH
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Ft Recovery, OH
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2019-10-25 → 2025-09-05
    Avantax Advisory Services
    Celina, OH
    Ft Recovery, OH
  • 2000-01-01 → 2019-10-25
    1St Global Advisors Inc
    Coldwater, OH
    Celina, OH
    Fort Recovery, OH
Other Businesses

1) MUHLENKAMP & GAGEL WEALTH ADVISORS LLC POSITION: MEMBER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 11/01/2015 ADDRESS: , Celina OH 45822, United States DESCRIPTION: Provide financial services to clients 2) BOOMAR LLC POSITION: MEMBER NATURE: THE LLC WAS FORMED TO PURCHASE A LOT FROM MY DYING MOTHER INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 7396 STATE ROUTE 119, MARIA STEIN OH 45860, United States DESCRIPTION: THIS IS A SINGLE MEMBER LLC SO I HAVE ALL DUTIES. I DON'T INTEND TO PURCHASE ANY ADDITIONAL REAL ESTATE. THE LLC WAS AN EASY WAY FOR ME TO PASS THE LOT TO MY CHILDREN ALSO. 3) MUHLENKAMP & ASSOCIATES LLC; CPA; PROVIDE TAX AND ACCOUNTING SERVICES; NIR; 100; 07/23/2015; 215 N Main St Celina OH 45822; PROVIDE TAX AND ACCOUNTING SERVICES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-11-12
  • S66 Uniform Combined State Law Examination
    1999-11-12
Other Names
  • Marlene Elizabeth Homan
  • Marlene Elizabeth Knapschaefer

View on SEC IAPD

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