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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| WI | RA | APPROVED | 2025-09-05 |
Branch Locations
Corpus Christi, TX • United States
5402 Douglas Ave, Racine, WI 53402 • United States
Racine, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc | Madison | WI | 07/2009 | 09/2022 |
| Avantax Investment Services, Inc. | Racine | WI | 09/2022 | 09/2025 |
| Avantax Advisory Services | Racine | WI | 09/2022 | 09/2025 |
| Avantax Insruance Agency, Llc | Racine | WI | 09/2022 | 09/2025 |
| Beacon Benefits Group, Inc. Dba Mga Wealth Management | Racine | WI | 01/1997 | Present |
| Cetera Wealth Services, Llc | Corpus Christi | TX | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
2) BEACON BENEFITS GROUP INC. DBA MGA WEALTH MANAGEMENT; POSITION: Officer NATURE: This is the DBA for my financial planning firm. all business with be submitted through Avantax INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/27/1997; ADDRESS: 5402 Douglas Avenue, Racine WI 53402, Meeting with Clients Developing Financial Planning Needs Providing Investment and Insurance Solutions Monitoring and Reviewing investments Developing Clients Risk Objectives Administration of Business operations for Beacon Benefits Group
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-05 |
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