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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alan R. Piehl, Cpa Pc | Aurora | CO | 06/2016 | Present |
| Avantax Investment Services, Inc. | Aurora | CO | 07/2016 | 09/2025 |
| Alan R. Piehl Pc | Aurora | CO | 06/2016 | Present |
| Timewise Financial Llc | Aurora | CO | 10/2022 | Present |
| Cetera Wealth Services, Llc | Aurora | CO | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Alan R. Piehl, CPA, PC~'NIR'~1010 South Joliet, # 109~Aurora~CO~80012~Accounting Services/Tax Preparation~Employee~6/23/2016~80hrs~75hrs~Administrative to include booking appointments and preparing client copies of completed returns. Invoicing for services rendered and processing payments. 2) TIMEWISE FINANCIAL LLC POSITION: Advisor NATURE: Support the firm as a client facing Financial Advisor and Financial Planner. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2022; ADDRESS: 1010 South Joliet, Ste 109, Aurora CO 80012; Meet with clients to support in goal planning, investment management and cash flow management. Stay current on laws and regulations pertaining to investments and financial planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-18 |
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