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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 | 2026-06-30 |
| MN | RA | APPROVED | 2025-09-05 |
Branch Locations
25 North Lake Street Suite 210, Forest Lake, MN 55025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Forest Lake | MN | 03/2015 | 09/2025 |
| Rychley Financial Services | Forest Lake | MN | 03/2015 | Present |
| Premier Goalie Development | Shoreview | MN | 07/2015 | 08/2019 |
| Forest Lake High School | Forest Lake | MN | 07/2015 | Present |
| Rychley Tax & Financial | Forest Lake | MN | 03/2015 | Present |
| Avantax Insurance Agency, Llc | Forest Lake | MN | 08/2015 | 09/2025 |
| Ranger Goaltending Academy Llc | Lindstrom | MN | 09/2019 | Present |
| Minnesota Whitecaps/ Nwhl | Brooklyn | NY | 10/2019 | 03/2020 |
| Chisago Lakes Hockey Association | Lindstrom | MN | 10/2019 | Present |
| Avantax Advisory Services | Forest Lake | MN | 07/2015 | 09/2025 |
| Cetera Wealth Services, Llc | Forest Lake | MN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Forest Lake High School~'NIR'~6101 Scandia Trail N~Forest Lake~MN~55025~Education~Other~7/28/2015~50hrs~16hrs~Coaching Hockey 3) Rychley Financial Services~'NIR'~25 N Lake St. #210~Forest Lake~MN~55025~Other~Other~3/1/2015~60hrs~40hrs~Marketing name only 4) Rychley Tax & Financial~'NIR'~25 North Lake Street, Ste 210~Forest Lake~MN~55025~Tax Preparation/Accounting~Tax Preparation/Accounting~3/1/2015~60hrs~40hrs~Provide accounting and tax preparation services 5) Wendy Rychley Chartered~'NIR'~25 N Lake St, STE 210~Forest Lake~MN~55025~Tax Preparation/Accounting~Tax Preparation/Accounting~3/1/2015~60hrs~40hrs~Marketing Names for Rychley Tax & Financial and Rychley Financial. All the same companies just need to disclose different names used 6) Ranger Goaltending Academy LLC~'NIR'~28720 LAKESIDE TRL~LINDSTROM~MN~55045~Other~Owner~9/1/2019~60hrs~5hrs~Coaching and mentoring ice hockey goalies in the North Metro of the Twin Cities 7) Chisago Lakes Hockey Association~'NIR'~12740 292nd St.~Lindstrom~MN~55045~Other~Independent Contractor~10/14/2019~5hrs~0hrs~Coaching hockey goaltenders 8) TAX-SMART ADVISORY GROUP LLC POSITION: Member NATURE: Tax-Smart Advisory Group LLC is a shared services company for financial advisors. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/28/2023; ADDRESS: 25 North Lake Street, Suite 210, Forest Lake MN 55025, US; Deal with day to day operations for assisting financial advisors and to provide services that facilitate maintenance and growth of investment and advisory business?. 9) LAKES AREA GOALTENDING ACADEMY POSITION: Owner/ Partner NATURE: Ice hockey coach INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 28720 Lakeside Trl, Lindstrom MN 55045, US; We coach ice hockey goalies on ice for youth to professional goalies. 10) PRINCIPAL FINANCIAL POSITION: Group Insurance Sales NATURE: Providing group STD, LTD, Life to employers INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/05/2024 ADDRESS: 25 North Lake Street, Suite 210, Forest Lake MN 55025, United States DESCRIPTION: Providing group STD, LTD, Life to employers 11) CHURCH AND SCHOOL OF ST. PETER POSITION: Finance Council NATURE: Advise financial decisions to school and church by managing budget and facilities. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/24/2024 ADDRESS: 1250 S Shore Dr, Forest Lake MN 55025, United States DESCRIPTION: Advise school and church with their financial decisions by managing the budget and facilities;no investment decision making.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-30 |
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