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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-09-05
  • IL RA
    APPROVED
    Since 2025-09-05

Branch Locations

845 Oakton Street, Elk Grove Village, IL 60007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Porte Brown Llc Elk Grove Village IL 12/1998 Present
1St Global Capital Corp. Elk Grove Village IL 08/2012 10/2019
1St Global Advisors Inc. Elk Grove Village IL 08/2012 10/2019
Avantax Insurance Services, Inc. Elk Grove Village IL 07/2013 09/2025
Avantax Investment Services, Inc. Elk Grove Village IL 10/2019 09/2025
Avantax Advisory Services Elk Grove IL 10/2019 09/2025
Avantax Insurance Agency And / Or Avantax Insurance Services Elk Grove Village IL 10/2023 09/2025
Cetera Wealth Services, Llc Elk Grove Village IL 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 12/1998 → Present
    Porte Brown Llc
    Elk Grove Village, IL
  • 08/2012 → 10/2019
    1St Global Capital Corp.
    Elk Grove Village, IL
  • 08/2012 → 10/2019
    1St Global Advisors Inc.
    Elk Grove Village, IL
  • 07/2013 → 09/2025
    Avantax Insurance Services, Inc.
    Elk Grove Village, IL
  • 10/2019 → 09/2025
    Avantax Investment Services, Inc.
    Elk Grove Village, IL
  • 10/2019 → 09/2025
    Avantax Advisory Services
    Elk Grove, IL
  • 10/2023 → 09/2025
    Avantax Insurance Agency And / Or Avantax Insurance Services
    Elk Grove Village, IL
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Elk Grove Village, IL
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2019-10-25 → 2025-09-05
    Avantax Advisory Services
    Elk Grove Village, IL
  • 2013-05-06 → 2019-10-25
    1St Global Advisors Inc
    Elk Grove Village, IL
Other Businesses

1) OAKTON BUILDING GROUP POSITION: PARTNER NATURE: REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: Elk Grove Village IL 60007, United States DESCRIPTION: NONE BESIDES OWNERSHIP INTEREST 2) PORTE BROWN WEALTH MANAGEMENT LLC POSITION: Referring Advisor NATURE: This is the wealth management company which was set up to handle 1st Global with our related CPA firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/22/2012 ADDRESS: Elk Grove Village IL 60007, United States DESCRIPTION: Provide financial services to clients. 3) SHAMROCK BUILDING GROUP LLC POSITION: OWNER NATURE: REAL ESTATE INVESTMENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: Elk Grove Village IL 60007, United States DESCRIPTION: Investor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-04
  • S66 Uniform Combined State Law Examination
    2013-05-04
Other Names
  • Kelley Krowczyk
  • Kelley Marie Krowczyk

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