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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wangsness, Ogdahl & Associates | Glenwood | MN | 01/2012 | Present |
| Avantax Investment Services, Inc. | Glenwood | MN | 12/2015 | 09/2025 |
| Avantax Advisory Services | Glenwood | MN | 12/2015 | 09/2025 |
| Avantax Insurance Agency, Llc | Glenwood | MN | 12/2015 | 09/2025 |
| Bull Market Bovines Llc | Glenwood | MN | 10/2014 | Present |
| Cetera Wealth Services, Llc | Glenwood | MN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Bull Market Bovines LLC'NIR' ;450 22nd Ave NW~Glenwood;MN~56334 ;Other Owner/Sole Proprietor;10/1/2014;15hrs;0hrs;Own and Operate a cattle raising business 2) GLENWOOD WATERAMA FESTIVAL POSITION: Treasurer NATURE: Other INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2013 ADDRESS: PO Box 105, Glenwood MN 56334, United States DESCRIPTION: a director of the non-profit organization where we plan the annual festival 3) Wangsness, Ogdahl & Associates;'NIR';16 1st Ave SE;Glenwood;MN;56334;Tax Preparation/Accounting;Tax Preparation/Accounting~1/1/2012;160hrs;120hrs;Provide tax and accounting services to clients 4) Glenwood MOCA Organization;'NIR';450 22nd Ave NW;Glenwood;MN~56334;Other;Other;7/1/2016;2hrs;2hrs;My mother passed away and my wife and I wanted to hold a Gala in Glenwood to raise awareness and money for research and we set up the organization to open a separate checking account where my wife can put sponsorship money into and pay for hosting the event.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-21 |
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