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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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-06 |
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