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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-07 |
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