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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arthur E Kramer, C.P.A., P.C. | University City | MO | 01/1981 | Present |
| Avantax Investment Services, Inc. | St. Louis | MO | 09/1991 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | St. Louis | MO | 06/1994 | 09/2025 |
| Cetera Wealth Services, Llc | St Louis | MO | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) 7465 Hoover Avenue~'NIR'~7465 Hoover Avenue~Saint Louis~MO~63117~Rental Property Owner/Management~Owner/Sole Proprietor~8/15/1991~3hrs~3hrs~Single family rental Secure tenants, prepare lease, collect rents, oversee repairs & maintenance 2) Arthur E. Kramer, CPA, P.C.~'NIR'~8147 Delmar Blvd., Suite # 209~Saint Louis~MO~63130~Tax Preparation/Accounting~Tax Preparation/Accounting~11/29/1984~200hrs~0hrs~Write UP including Trial Balance through preparation of business tax returns. Preparation of individual Federal and various state income tax returns. 3) 741 Partnership~'NIR'~8147 Delmar Blvd., Suite # 209~Saint Louis~MO~63130~Rental Property Owner/Management~Partner/General Partner~11/1/1984~4hrs~0hrs~Manage property including leasing apartments, scheduling repairs, collecting rents & managing the day to day operation of the building (6 family). 4) NANCY E HOLMES TRUST U/A 02/06/04 POSITION: Trustee NATURE: Mutual Funds and individual stock investments for retirement INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/16/2006 ADDRESS: 8147 Delmar, Ste 209, St. Louis MO 63130, United States DESCRIPTION: I am the Financial Advisor for the account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-02 |
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