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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
TX RA APPROVED 2026-06-30
MN RA APPROVED 2025-09-05
  • TX RA
    APPROVED
    Since 2026-06-30
  • MN RA
    APPROVED
    Since 2025-09-05

Branch Locations

Lindstrom, MN • United States

25 North Lake Street Suite 210, Forest Lake, MN 55025 • 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
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
  • 03/2015 → 09/2025
    Avantax Investment Services, Inc.
    Forest Lake, MN
  • 03/2015 → Present
    Rychley Financial Services
    Forest Lake, MN
  • 07/2015 → 08/2019
    Premier Goalie Development
    Shoreview, MN
  • 07/2015 → Present
    Forest Lake High School
    Forest Lake, MN
  • 03/2015 → Present
    Rychley Tax & Financial
    Forest Lake, MN
  • 08/2015 → 09/2025
    Avantax Insurance Agency, Llc
    Forest Lake, MN
  • 09/2019 → Present
    Ranger Goaltending Academy Llc
    Lindstrom, MN
  • 10/2019 → 03/2020
    Minnesota Whitecaps/ Nwhl
    Brooklyn, NY
  • 10/2019 → Present
    Chisago Lakes Hockey Association
    Lindstrom, MN
  • 07/2015 → 09/2025
    Avantax Advisory Services
    Forest Lake, MN
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Forest Lake, MN
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2015-07-28 → 2025-09-05
    Avantax Advisory Services
    Forest Lake, MN
    Lindstrom, MN
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-30
  • S66 Uniform Combined State Law Examination
    2015-06-30
Designations

View on SEC IAPD

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