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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-05 |
Branch Locations
6320 West Forest Home Ave, Milwaukee, WI 53220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Advisory Services | Milwaukee | WI | 07/2021 | 09/2025 |
| Acc-U-Rite Tax Service, Inc. | Milwaukee | WI | 06/2021 | Present |
| Avantax Investment Services, Inc. | Milwaukee | WI | 07/2021 | 09/2025 |
| Ultra Tool And Manufacturing | Germantown | WI | 06/2019 | 06/2021 |
| Willow Creek Child Care Center | Germantown | WI | 05/2018 | 04/2019 |
| Torgerson Properties Inc Dba Best Western New Ulm | Willmar | MN | 09/2017 | 09/2018 |
| Martin Luther College | New Ulm | MN | 08/2019 | 05/2021 |
| Delaware North Sportservice | Milwaukee | WI | 06/2011 | 08/2017 |
| Doordash | Sturtevant | WI | 02/2024 | 05/2024 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Milwaukee | WI | 09/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Milwaukee | WI | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)Acc-u-rite Tax Service, INC.; Operations Manager; This business specializes in accounting and tax preparation services for individuals and small businesses. The business also offer payroll services, tax planning and consultation.; NIR; 130; 06/14/2021; 6320 West Forest Home Avenue Milwaukee WI 53220; I will be doing tax office management as it regards to work flows and accountability of tax preparers. I will also be personally preparing some tax returns for individual clients. 2) NAME OF OTHER BUSINESS: ACC-U-RITE TAX & FINANCIAL SERVICES; INVESTMENT RELATED: NO; ADDRESS: 6320 W FOREST HOME AVE MILWAUKEE, WI 53220; NATURE OF BUSINESS: BOARD; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: BOARD VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS, VOTE ON BOARD PROPOSALS; 3) NAME OF OTHER BUSINESS: PARADISE HILLS HOMEOWNER'S ASSOCIATION ARCHITECTURAL CONTROL COMMITTEE; INVESTMENT RELATED: NO; ADDRESS: PO BOX 381 WEST BEND, WI 53095; NATURE OF BUSINESS: BOARD; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: ARCHITECTURAL CONTROL COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REVIEW, VOTE, APPROVE NEW ARCHITECTURAL CHANGES MADE WITHIN THE PARADISE HILLS HOMEOWNER'S ASSOCIATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-18 |
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