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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
Stark Yager, Ltd Franklin WI 01/2013 08/2018
Acc-U-Rite Tax Service Milwaukee WI 02/2018 Present
Avantax Investment Services, Inc. Greendale WI 07/2018 09/2025
Acc-U-Rite Tax & Financial Services Milwaukee WI 02/2018 Present
Avantax Insurance Agency Llc Greendale WI 07/2019 09/2025
Cetera Wealth Services, Llc Milwaukee WI 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 01/2013 → 08/2018
    Stark Yager, Ltd
    Franklin, WI
  • 02/2018 → Present
    Acc-U-Rite Tax Service
    Milwaukee, WI
  • 07/2018 → 09/2025
    Avantax Investment Services, Inc.
    Greendale, WI
  • 02/2018 → Present
    Acc-U-Rite Tax & Financial Services
    Milwaukee, WI
  • 07/2019 → 09/2025
    Avantax Insurance Agency Llc
    Greendale, WI
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Milwaukee, WI
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2019-01-09 → 2025-09-05
    Avantax Advisory Services
    Milwaukee, WI
Other Businesses

Acc-u-rite Tax Sevice~'NIR'~6320 W Forest Home Avenue~Milwaukee~WI~53220~Accounting Services/Tax Preparation~Employee~2/1/2018~80hrs~80hrs~Prepare taxes for personal individuals, amend taxes, send IRS letters for any notices received.|Acc-u-rite Tax & Financial Services~'NIR'~6320 West Forest Home Avenue~Milwaukee~WI~53220~Accounting Services/Tax Preparation~Employee~2/1/2018~160hrs~100hrs~The duties I am responsible for include preparing individual tax returns for our clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-06
  • S66 Uniform Combined State Law Examination
    2018-11-06
Other Names
  • Pamela Cernohous

View on SEC IAPD

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