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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-13 |
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