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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 | 2026-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dane Tax Solutions, Llc | New Hope | MN | 05/2010 | 11/2022 |
| Avantax Advisory Services | New Hope | MN | 11/2022 | 09/2025 |
| Ds Properties L.L.C. | New Hope | MN | 01/2017 | 11/2022 |
| Dane Tax Solutions, Llc | New Hope | MN | 05/2010 | Present |
| Ds Properties L.L.C. | New Hope | MN | 01/2017 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) DANE TAX SOLUTIONS, LLC POSITION: Manager NATURE: My full-service CPA Firm for tax preparation, tax planning, filing sales tax returns, bookkeeping services, and payroll processing.Market Advantax services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/18/2010 ADDRESS: 3701 Winnetka Avenue North, New Hope MN 55427, United States DESCRIPTION: Prepare tax returns Review tax returns Perform Bookkeeping Meet with clients Process payrolls Market Advantax services 2) DS PROPERTIES L.L.C. POSITION: Manager NATURE: Rental building that I own and rent to my CPA Firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/30/2017 ADDRESS: 3701 Winnetka Avenue North, New Hope MN 55427, United States DESCRIPTION: I maintain the building and pay all bills related to the building. 3) RENTAL PROPERTY POSITION: Owner NATURE: Townhouse my wife and I own the property and rent it out. We are paid monthly via lease agreement. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/06/2007 ADDRESS: 5360 Dawnview Terrace, Golden Valley MN 55422, United States DESCRIPTION: Renew leases, file for rental license, maintain property, and pay property taxes. 4) OAK GROVE CHURCH POSITION: Trustee NATURE: To make disciples of all nations by LOVING GOD, LOVING FAMILY and LOVING OTHERS so that many will come to faith in Jesus and become His humble and obedient followers.To fulfill the Great Commission in Golden Valley, surrounding communities and the world by sharing the Gospel and by planting churches.?Supporting missionaries around the world.Supporting children's programming on Wednesday nights.Support those in need that attend Oak Grove Church. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2022 ADDRESS: 5920 Golden Valley Rd, Golden Valley MN 55422, United States DESCRIPTION: I volunteer at my church as a trustee. I reconcile their bank statements. I also count offerings. Attend monthly trustee meetings. Assist in forming a budget. Help with spring and fall clean ups for property. 5) MINNESOTA SECURITY CONSORTIUM POSITION: Tax Preparer/CPA NATURE: This business consults with other government agencies related to cyber security. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/19/2023 ADDRESS: 80 South Eight Street, Suite 900, Minneapolis MN 55402, United States DESCRIPTION: I prepare the tax returns for this business. I meet with the Board of Directors to discuss the financials with them. I am also a check signor in case something happens to the Chair of the Board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-14 |
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