Martin Paul Rychley

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2004 → Present
  Wendy Rychley, Chartered
  Forest Lake, MN
• 03/2004 → 09/2025
  Avantax Investment Services, Inc
  Forest Lake, MN
• 01/2005 → 09/2025
  Avantax Advisory Services
  Forest Lake, MN
• 02/2004 → Present
  Rychley Tax & Financial Services
  Forest Lake, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Forest Lake, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-01-08 → 2025-09-05
  Avantax Advisory Services
  Forest Lake, MN

Other Businesses

1) Wendy Rychley, Chartered 25 N Lake Street #210~Forest Lake~MN~55025~Tax Preparation/Accounting~Tax Preparation/Accounting~2/18/2004~100hrs~0hrs~Preparing tax returns 2) Rychley Financial Services 25 N Lake Street #210~Forest Lake~MN~55025~Independent Insurance Agent~Owner/Sole Proprietor~12/8/2004~5hrs~5hrs~selling health insurance 3) Forest Lake Hockey Association~PO Box 401~Forest Lake~MN~55025~Board Position/Officer~Other~4/1/2019~20hrs~5hrs~I am a board member responsible for a certain age level of teams. 4) RENTAL PROPERTY POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management - 2 houses INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2009 ADDRESS: 25 N Lake Street, Forest, FOREST LAKE MN 55025, DESCRIPTION: Own 2 rental properties, manage them. 5) TAX-SMART ADVISORY GROUP LLC POSITION: LLC member/manager NATURE: Tax-Smart Advisory Group LLC is a shared services company for financial advisors. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/09/2023 ADDRESS: 25 North Lake Street, Suite 210, Forest Lake MN 55025, United States DESCRIPTION: Deal with day to day operations for assisting financial advisors and to provide services that facilitate maintainance and growth of investment advisory business. 6)RYCHLEY TAX & FINANCIAL SERVICES POSITION: Accountant/Tax Prep NATURE: Tax preparation data entry and basic accounting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 02/02/2004; ADDRESS: 25 North Lake Street, Suite 210, Forest Lake MN 55025, US; help prepare tax returns before final review as well as basic accounting in quickbooks. 7)Rychley Financial; Owner/Sole Proprietor; Independent Insurance Agent; IR; ; 04/28/2004; 25 N Lake St #210 Forest Lake MN 55025; Selling health insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-15
• S63 Uniform Securities Agent State Law Examination
  2004-03-24