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

Branch Locations

12005 Ne Hasley St., Portland, OR 97220 • 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
Aigner & Co. Portland OR 01/1992 Present
Avantax Investment Services, Inc. Portland OR 12/1999 09/2025
Avantax Advisory Services Portland OR 06/2001 09/2025
Cetera Wealth Services, Llc Portland OR 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 01/1992 → Present
    Aigner & Co.
    Portland, OR
  • 12/1999 → 09/2025
    Avantax Investment Services, Inc.
    Portland, OR
  • 06/2001 → 09/2025
    Avantax Advisory Services
    Portland, OR
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Portland, OR
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2001-06-15 → 2025-09-05
    Avantax Advisory Services
    Portland, OR
Other Businesses

1)Marc Aigner, LLC~'NIR'~12005 N.E. Halsey St~Portland~OR~97220~Other~Owner/Sole Proprietor~1/1/2009~80hrs~80hrs~dba name|Aigner & Co.~'NIR'~12005 N.E. Halsey St~Portland~OR~97220~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/1992~160hrs~80hrs~Accounting Tax Prep| 2) SELF RENTAL BUILDING POSITION: Owner NATURE: Rental building on 12005 NE Halsey St. where business is located is a self rental. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/1998 ADDRESS: 12005 NE Hasley St., Portland OR 97220, United States DESCRIPTION: Passive rental income from self rental 3) AIGNER & CO. POSITION: Tax Preparation/Accounting NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/01/1992 ADDRESS: 12005 N.E. Halsey St, Portland OR 97220, United States DESCRIPTION: Accounting Tax Prep

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-18
S63 Uniform Securities Agent State Law Examination 2000-01-13
  • S65 Uniform Investment Adviser Law Examination
    2001-01-18
  • S63 Uniform Securities Agent State Law Examination
    2000-01-13

View on SEC IAPD

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