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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-05 |
Branch Locations
807 Blue Jacket Drive, Ft Recovery, OH 45846 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-12 |
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