Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-09-05
  • WI RA
    APPROVED
    Since 2025-09-05

Branch Locations

6320 West Forest Home Ave, Milwaukee, WI 53220 • 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 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
  • 07/2021 → 09/2025
    Avantax Advisory Services
    Milwaukee, WI
  • 06/2021 → Present
    Acc-U-Rite Tax Service, Inc.
    Milwaukee, WI
  • 07/2021 → 09/2025
    Avantax Investment Services, Inc.
    Milwaukee, WI
  • 06/2019 → 06/2021
    Ultra Tool And Manufacturing
    Germantown, WI
  • 05/2018 → 04/2019
    Willow Creek Child Care Center
    Germantown, WI
  • 09/2017 → 09/2018
    Torgerson Properties Inc Dba Best Western New Ulm
    Willmar, MN
  • 08/2019 → 05/2021
    Martin Luther College
    New Ulm, MN
  • 06/2011 → 08/2017
    Delaware North Sportservice
    Milwaukee, WI
  • 02/2024 → 05/2024
    Doordash
    Sturtevant, WI
  • 09/2024 → 09/2025
    Avantax Insurance Agency And/Or Avantax Insurance Services.
    Milwaukee, WI
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Milwaukee, WI
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2021-11-18 → 2025-09-05
    Avantax Advisory Services
    Dallas, TX
    Milwaukee, WI
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-18
  • S66 Uniform Combined State Law Examination
    2021-11-18
Other Names
  • Cassie Grace Rose
  • Cassandra G. Rose
  • Cassandra Pasbrig
  • Casie Pasbrig
  • Cassandra Grace Rose
  • Cassandra Grace Pasbrig

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Milwaukee, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor