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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
MI RA APPROVED 2025-09-05
TX RA APPROVED_RES 2025-09-05
  • MI RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2025-09-05

Branch Locations

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

800 W University Dr Suite A, Rochester, MI 48307 • 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
Avantax Investment Services, Inc. Rochester MI 12/2002 09/2025
Muchortow & Associates Llc Rochester MI 04/2002 Present
Avantax Advisory Services Rochester MI 06/2010 09/2025
Avantax Insurance Agency, Llc Rochester MI 08/2013 09/2025
Anchorpointe Wealth Advisors Rochester MI 01/2025 Present
Cetera Wealth Services, Llc El Segundo CA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 12/2002 → 09/2025
    Avantax Investment Services, Inc.
    Rochester, MI
  • 04/2002 → Present
    Muchortow & Associates Llc
    Rochester, MI
  • 06/2010 → 09/2025
    Avantax Advisory Services
    Rochester, MI
  • 08/2013 → 09/2025
    Avantax Insurance Agency, Llc
    Rochester, MI
  • 01/2025 → Present
    Anchorpointe Wealth Advisors
    Rochester, MI
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2010-09-23 → 2025-09-05
    Avantax Advisory Services
    Rochester, MI
Other Businesses

2) Rochester Advisory Group LLC~800 W University Dr, Suite A~Rochester~MI~48307~Administrative~Other~1/1/2017~0hrs~0hrs~This entity was created as a conduit to pay the monthly rent related to shared office space among 4 Avantax advisors that run separate tax and financial planning practices. 3) Muchortow & Associates LLC~950 W. University, Suite 101~Rochester~MI~48307-1887~Tax Preparation/Accounting~Owner/Sole Proprietor~4/1/2002~50hrs~40hrs~Prepare tax returns and consult on accounting and business issues for individuals and small business owners. 4) HOPE COMMUNITY CHURCH POSITION: Elder NATURE: Serve on the Elder Board of the church which along with Pastors provide oversight of the church and its ministries INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 42259 Hayes Road, Sterling Heights MI 48313, United States DESCRIPTION: Serve in conjunction with 3 other Elders and the Senior Pastor of the church overseeing church ministries. Elder board meets monthly to review church organizational matters. 5)ANCHORPOINTE WEALTH ADVISORS POSITION: Advisor NATURE: Financial Services Practice. We are combining 3 separate practices into one enterprise. The 3 separate practices all housed in the same office suite are Craun Freeman, Wood Associates and Muchortow Associates. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/28/2025 ADDRESS: 800 W University Dr. Suite A, Rochester MI 48307, United States DESCRIPTION: Financial Advisor 6)Muchortow & Associates LLC; Owner/Sole Proprietor; Tax Preparation/Accounting; NIR; 40; 04/01/2002; 950 W. University, Suite 101 Rochester MI 48307-1887; Prepare tax returns and consult on accounting and business issues for individuals and small business owners.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-03-24
S63 Uniform Securities Agent State Law Examination 2003-02-07
  • S65 Uniform Investment Adviser Law Examination
    2003-03-24
  • S63 Uniform Securities Agent State Law Examination
    2003-02-07

View on SEC IAPD

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