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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-09-05 |
Branch Locations
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cook & Company Cpas + Wealth Management, Llc | Clinton | MO | 05/2002 | Present |
| 1St Global Capital Corp. | Clinton | MO | 01/2015 | 10/2019 |
| 1St Global Advisors, Inc. | Clinton | MO | 01/2015 | 10/2019 |
| Avantax Insurance Services, Inc. | Clinton | MO | 01/2015 | 09/2025 |
| Avantax Advisory Services | Clinton | MO | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Clinton | MO | 10/2019 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Clinton | MO | 05/2024 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) COOK & COMPANY WEALTH MANAGEMENT; CPA/OWNER; WEALTH MANAGEMENT; IR; 40 HRS; 3 HRS; 09/01/2015; Clinton MO 64735, United States; COOK & COMPANY WEALTH MANAGEMENT IS A DBA FOR RYAN S. COOK, CPA LLC, WHICH HAS HISTORICALLY PROVIDED CPA FIRM SERVICES. HOWEVER, RYAN S. COOK, CPA LLC IS NOW AFFILIATED WITH 1ST GLOBAL AND WILL OFFER WEALTH MANAGEMENT SERVICES. I AM THE SOLE OWNER OF THE ENTITY AND WILL OVERSEE THE PROVIDING OF WEALTH MANAGEMENT SERVICES. 2) TOTAL ADMINSTRATIVE SERVICES CORPORATION; PROVIDER; SERVICES FOR EMPLOYEE BENEFIT PLANS; IR; 5 HRS; 5 HRS; 05/01/2002; Madison WI , United States; SERVICES FOR EMPLOYEE BENEFIT PLANS & EARN A COMMISSION FOR NEW PLANS & RENEWALS 3) APK INVESTMENTS, LLC; PARTNER; REAL ESTATE; IR; NUMBER OF HOURS: 2 HRS; 2 HRS; 03/05/2007; Clinton MO, United States; LIMITED DUTIES; APK INVESTMENTS, LLC OWNS THE BUILDING THAT HOUSES CPA PRACTICE 4) BLACK STONE FARMS, LLC; MANAGING MEMBER; RENTAL REAL ESTATE; IR; 1 HRS; 1 HRS; 12/20/2012; Clinton MO, United States; Collect rents, pay expenses, manage LLC 5) TILLMAN FARMS HOMES ASSOCIATION; Secretary; Homeowner's association NIR; 1 HRS; 1 HRS; 07/31/2019; 1112 E. Ohio St., Clinton MO 64735, United States; Take notes at meetings and provide meeting minutes 6) OLD COUNTRY CLUB OFFICE PARK ASSOCIATION, INC.; Secretary/Treasurer; This association owns and cares for the common areas of our office park. NIR; 2 HRS; 2 HRS; 06/12/2019; 1112 E. Ohio St., Clinton MO 64735, United States; Take minutes at meetings, Receive association bills, Pay association bills (the board recommended one signature required for bills $2,500 or less with two signatures required for bills exceeding $2,500). Alternatively, my CPA firm could charge a nominal price for bill paying services if that would help navigate any regulations and reduce restrictions. 7) BASE; Provider NATURE: SERVICES FOR EMPLOYEE BENEFIT PLANS IR; 1 HRS; 1 HRS; 10/01/2018; 601 Visions Pkwy, Adel IA 50003, United States; SERVICES FOR EMPLOYEE BENEFIT PLANS & EARN A COMMISSION FOR NEW PLANS & RENEWALS 8) TRUMAN LAKE COMMUNITY FOUNDATION; Board Member; Provide grants to organizations in Henry County and other areas to benefit those citizens. Community Foundation of the Ozarks, a separate organization, manages the funds and makes investment decisions. NIR; 1 HRS; 0 HRS; 10/22/2019; PO Box 463, Clinton MO 64735, United States; Help with reviewing applications for potential grant recipients, attend board meetings, follow up with grant recipients to ensure funds used for purpose of application.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-28 |
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