Claire Marie Molden

Current Employers

Employment History

• 06/2015 → Present
  Taatjes Financial Group
  Willmar, MN
• 05/2016 → 09/2025
  Avantax Financial Services, Inc.
  Willmar, MN
• 09/2019 → 09/2025
  Avantax Advisory Services
  Willmar, MN
• 09/2019 → Present
  Taatjes Financial Group
  Willmar, MN
• 06/2025 → Present
  Stewards Planning Group
  Willmar, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Willmar, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-09-04 → 2025-09-05
  Avantax Advisory Services
  Willmar, MN
  Dallas, TX

Other Businesses

1) Taatjes Financial Group~1104 19th Ave SW~Willmar~MN~56201~Tax Preparation/Accounting~Other~6/1/2015~120hrs~8hrs~I provide oversight to the office as the office manager 2) BONNEMA, MOLDEN, & WREDE CPA'S POSITION: Office sharing arrangement NATURE: Taatjes Financial Group rents office space from the CPA firm Bonnema, Molden, & Wrede. We do not share office personnel, computer systems, or any other office equipment other than the rental space. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2018 ADDRESS: 107 South Main Street, Clara City MN 56288, United States DESCRIPTION: The space is used on a very limited basis to meet with clients. 3) TAATJES FINANCIAL GROUP POSITION: Financial Education NATURE: Provide financial education to clients of Taatjes Financial Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2019 ADDRESS: 1104 19th Ave SW, Willmar MN 56201, United States DESCRIPTION: Meet with clients 4) AMELIA, VILLARD, LEVEN LAKES ASSOCIATION POSITION: President NATURE: I am the President of the AVL Lakes Association. This is a 2 year term where I lead the other officers and board members regarding initiatives pertinent to Lake Amelia, Lake Villard, and Lake Leven in Pope County, Minnesota. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: PO Box 121, Villard MN 56385, United States DESCRIPTION: As President of the AVL Lakes Assocation, my duties include leading the monthly meetings, help create the agendas for the monthly meeting, assist in membership drive, provide outreach to the MN DNR and Pope County Soil and Water, assist members with questions regarding the lakes, and work together with the other board members to accomplish initiatives. 5) STEWARDS PLANNING GROUP POSITION: Financial Advisor NATURE: Provide financial education to clients of Stewards Planning Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2025 ADDRESS: 1104 19th Ave SW, Willmar MN 56201, United States DESCRIPTION: Meet with clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-16
• S63 Uniform Securities Agent State Law Examination
  2016-08-18

Designations