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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephenson Accounting | Colton | CA | 10/1987 | Present |
| Avantax Investment Services, Inc. | Colton | CA | 06/1998 | 09/2025 |
| Avantax Advisory Services | Colton | CA | 09/2005 | 09/2025 |
| Avantax Insurance Services, Llc | Colton | CA | 12/2016 | 09/2025 |
| Stephenson Wealth Management Llc | Colton | CA | 01/2019 | Present |
| Cetera Wealth Services, Llc | Colton | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Stephenson Accountancy Corp 645 N la Cadena Dr. Colton CA 92324 Tax Preparation/Accounting President 2/25/2004 140hrs~87hrs Accounting and Income Tax prepration and Overall Business Management 2) STEPHENSON WEALTH MANAGEMENT LLC POSITION: Managing Member NATURE: This is a Single member LLC that reports all the income from Avantax and pays all the business expenses that are incurred providing Financial Services through Avantax. 100% of the income reported through this entity is from Avantax. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2019 ADDRESS: 645 N La Cadena Dr, Colton CA 92324, DESCRIPTION: Financial Planner & Wealth Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-26 |
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