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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
30061 N. Mallard Point Road, Grand Rapids, MN 55744 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc | Grand Rapids | MN | 04/2013 | 09/2025 |
| Avantax Insurance Agency, Llc | Grand Rapids | MN | 04/2013 | 09/2025 |
| Roessler Financial Services | Grand Rapids | MN | 04/2013 | Present |
| Roessler & Co Ltd | Grand Rapids | MN | 04/2013 | Present |
| Avantax Advisory Services | Grand Rapids | MN | 04/2014 | 09/2025 |
| Cetera Wealth Services, Llc | Grand Rapids | MN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)Roessler Financial Services~'IR'~813 S Pokegama Ave~Grand Rapids~MN~55744~Insurance Agent~Agent~4/1/2013~1hrs~1hrs~If the client is interested in life insurance, VA's, or fixed annuities I can provide it to them.|Roessler & Co LTD~'NIR'~813 S Pokegama Ave~Grand Rapids~MN~55744~Accounting Services/Tax Preparation~Other~4/1/2013~1hrs~0hrs~I have very rarely done trial balances and other simple bookkeeping in the past.|Roessler Financial Services~'NIR'~813 S Pokegama Ave~Grand Rapids~MN~55744~Independent Insurance Agent~Owner/Sole Proprietor~4/1/2013~60hrs~40hrs~Offer Health Insurance to Clients| 2)Roessler Financial Services (1); Owner/Sole Proprietor; Independent Insurance Agent; IR; 40; 04/01/2013; 813 S Pokegama Ave Grand Rapids MN 55744; Offer Health Insurance to Clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-05 |
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