Alisha Schweizer

Current Employers

Employment History

• 02/2014 → 10/2019
  1St Global Capital Corp
  Waukesha, WI
• 02/2014 → 10/2019
  1St Global Advisors, Inc
  Waukesha, WI
• 09/2015 → 12/2017
  Jannsen Wealth Management, Inc.
  Waukesha, WI
• 01/2018 → 05/2021
  R&R Wealth Management, Llc
  Waukesha, WI
• 02/2014 → 09/2025
  Avantax Insurance Services, Inc.
  Dallas, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Dallas, TX
• 10/2019 → 09/2025
  Avantax Advisory Services
  Dallas, TX
• 08/2024 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 08/2024 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2024 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  West Palm Beach, FL
  Springfield, TN
• 2014-05-07 → 2019-10-25
  1St Global Advisors Inc
  Waukesha, WI
  Waukesha, WI

Other Businesses

1) EQUITY/FIXED INDEXED ANNUITY SALES POSITION: Financial Advisor NATURE: equity/fixed indexed annuity sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/10/2019 ADDRESS: N14 W23900 Stone Ridge Drive, Waukesha WI 53188, United States DESCRIPTION: equity/fixed indexed annuity sales 2) FIXED INSURANCE POSITION: Financial Advisor NATURE: All fixed insurance products except for annuities and hybrid LTC. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/29/2018 ADDRESS: N14 W23900 Stone Ridge Drive, Waukesha WI 53188, United States DESCRIPTION: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2014-05-07

Other Names

• Alisha Marie Albin
• Alisha Marie Schweizer
• Alisha Marie Schulz