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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-03-01 |
Branch Locations
9001 E Bloomington Ste. 119, Bloomington, MN 55420 • United States
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 |
|---|---|---|---|---|
| Constance Erickson | Bloomington | MN | 09/2011 | Present |
| Avantax Investment Services, Inc. | Bloomington | MN | 03/2012 | 03/2022 |
| Lendsmart Mortgage | Maple Grove | MN | 02/2009 | Present |
| Avantax Advisory Services | Bloomington | MN | 11/2013 | 03/2022 |
| Avantax Insurance Agency, Llc | Bloomington | MN | 01/2016 | 03/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2022 | Present |
1. CONSTANCE FINANCIAL CONSULTING,9001 E Bloomington Fwy #119, Bloomington MN 55420, United States, 05/01/2012, Owner, Tax Services, NIR, 80 HR/MO - 0 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 03/01/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-11-24 |
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