Michael Stevens

Current Employers

Employment History

• 01/1991 → Present
  Professional Tax & Business Services
  Marshall, TX
• 11/2006 → 09/2025
  Avantax Investment Services, Inc.
  Marshall, TX
• 09/2008 → 09/2025
  Avantax Advisory Services
  Marshall, TX
• 01/2008 → Present
  Stevens Financial Management Company, Inc
  Marshall, TX
• 01/2016 → Present
  Professional Image Consultants, Llc
  Marshall, TX
• 11/2024 → Present
  Colonial Life
  Marshall, TX
• 03/2018 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Marshall, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Marshall, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-09-08 → 2025-09-05
  Avantax Advisory Services
  Marshall, TX
  Longview, TX

Other Businesses

1) East Texas Outdoor Adventures LLC 401 W Grand Ave, Suite D Marshall TX 75670 Rental Property Owner/Management President 5/14/2013~10hrs~0hrs~Oversee operations of watercraft rentals and guide services. 2) Fiduciary Appointment Executor 301 Oakwood Estates Blvd Marshall TX 75672 10/16/2016 10hrs~0hrs Administer Estate 3) Professional Tax & Business Service 401 W Grand Ave, Suite D Marshall TX 75670 Tax Preparation/Accounting Owner/Sole Proprietor 11/1/2006~40hrs~32hrs Tax Preparer and Accountant 4) Professional Image Consultants, LLC 401 W Grand Ave., Suite D Marshall TX 75670 Product Sales/Marketing/Leasing Misc. Employee 1/1/2016 10hrs~0hrs Manage and Direct independent Sales Representatives 5) Stevens Black Gold LLC 401 W Grand Ave Marshall TX 75670 Other President 1/25/2017 2hrs~2hrs Stevens Black Gold LLC is a holding company for oil & gas mineral interest. I will oversee transferring deeds and collecting royalties from the mineral interest. 6) Stevens Financial Management Company, Inc. 401 W Grand Ave, Suite D Marshall TX 75670 Business/Management Consulting President 1/9/2008 1hrs~1hrs Manage business operations and assets. 7) MICHAEL R STEVENS DBA PROFESSIONAL TAX & BUSINESS SERVICE POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/01/2006 ADDRESS: 401 W Grand Ave, Suite D, Marshall TX 75670, United States DESCRIPTION: Tax Preparer and Accountant 8) COLONIAL LIFE POSITION: Insurance Agent NATURE: Provide Section 125 Cafeteria Plan Benefits to business owners for themselves and their employees. Benefits include Life, Health, Disability, Long Term Care, Cancer Dental and Vision Insurance Products. I confirm that any individual non group life and long term care will be processed through Avantax. I you confirm my understanding any individual (non-group) Life and LTC (non-group) will still need to be processed thru Avantax INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/21/2024 ADDRESS: 401 W Grand Ave, Ste D, Marshall TX 75670, United States DESCRIPTION: I am a referring agent. 9)Betty Sue Stevens Estate; Executor; Fiduciary Appointment; NIR; 0; 10/16/2016; 301 Oakwood Estates Blvd Marshall TX 75672; Administer Estate

Exams

• S66 Uniform Combined State Law Examination
  2007-12-07