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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED | 2026-02-04 |
Branch Locations
1104 19Th Avenue South West, Willmar, MN 56201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Wealth Management | Dallas | TX | 03/2016 | 01/2021 |
| My Own Money | Plano | TX | 02/2021 | 11/2022 |
| Avantax Investment Services, Inc. | Plano | TX | 04/2021 | 07/2021 |
| Avantax Advisory Services | Plano | TX | 04/2021 | 07/2021 |
| Lpl Financial, Llc | Plano | TX | 07/2021 | 10/2022 |
| Merrill Lynch | Dallas | TX | 11/2022 | 02/2023 |
| Avantax Investment Services, Inc. | Dallas | TX | 02/2023 | 09/2025 |
| Avantax Advisory Services | Dallas | TX | 02/2023 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Dallas | TX | 02/2023 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 11/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2026 | Present |
| Unemployed | Dallas | TX | 11/2025 | 01/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2026 | Present |
| Stewards Planning Group | Willmar | MN | 02/2026 | Present |
1. NAME OF OTHER BUSINESS: STEWARDS PLANNING GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-26 |
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