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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 | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anderson Tax Acctg | Ortonville | MN | 05/1980 | Present |
| Avantax Investment Services, Inc. | Ortonville | MN | 08/1990 | 09/2025 |
| Avantax Advisory Services | Ortonville | MN | 10/1993 | 09/2025 |
| Anderson Tax & Accounting, P.A. | Ortonville | MN | 12/2009 | Present |
| Avantax Insurance Agency, Llc | Ortonville | MN | 10/1999 | 09/2025 |
| Cetera Wealth Services, Llc | Ortonville | MN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) Anderson Tax & Accounting, P.A.~'NIR'~121 NW 2ND STREET~ORTONVILLE~MN~56278~Accounting Services/Tax Preparation~Other~12/7/2009~160hrs~100hrs~I manage all aspects of the company which includes the hiring and firing of employees. I also do taxes and monitor the payroll services. 2) Lake Road Lodge LLC~'NIR'~121 nw 2ND ST~Ortonville~MN~56278~Rental Property Owner/Management~Accountant/Bookkeeper~7/1/2016~2hrs~0hrs~Bookkeeping, deposing and writing checks
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-10-04 |
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