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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Janesville | WI | 06/1991 | 09/2025 |
| Avantax Advisory Services | Janesville | WI | 05/1999 | 09/2025 |
| Alt Financial Services Inc. | Janesville | WI | 12/2002 | 02/2020 |
| Accurate Tax & Accounting Ltd | Beloit | WI | 01/2015 | 08/2017 |
| Alt Tax Service Inc | Janesville | WI | 01/2017 | 02/2020 |
| Phoenix Properties | Janesville | WI | 10/2003 | 10/2022 |
| Carol J Alt & Dennis C Alt Rental | Janesville | WI | 10/2003 | Present |
| Avantax Insurance Agency, Llc | Janesville | WI | 07/2004 | 09/2025 |
| Cetera Wealth Services, Llc | Janesville | WI | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)Carol J Alt & Dennis C Alt Rental; 1125 Joliet St~Janesville, WI, 53546; Rental Property, Owner; 10/1/2003; 2hrs; 0hrs; I am in charge of the building maintenance, hiring outside help to do the work. I pay the bills and collect the rent. Occasionally do some painting or cleaning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-18 |
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