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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| WI | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Janesville | WI | 04/2012 | 09/2025 |
| Alt Financial Services Inc | Janesville | WI | 04/2012 | Present |
| Avantax Advisory Services | Janesville | WI | 10/2015 | 09/2025 |
| Alt Tax Services Inc | Janesville | WI | 01/2017 | 11/2021 |
| Avantax Insurance Services, Llc | Janesville | WI | 03/2018 | 09/2025 |
| Alt Tax & Financial Services, Inc | Janesville | WI | 02/2020 | Present |
| Avantax Insurance Agency Llc And/Or Avantax Insurance Services | Janesville | WI | 01/2013 | 09/2025 |
| Cetera Wealth Services, Llc | Janesville | WI | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
ALT TAX & FINANCIAL SERVICES, INC 1101 JOLIET ST~JANESVILLE~WI~53546~Accounting Services/Tax Preparation~Employee~2/1/2020~80hrs~50hrs~I am a tax preparer and investment advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-15 |
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