Marsha Grace Shafer

Current Employers

Employment History

• 01/2010 → Present
  Shafer Financial Services, Sc
  Baldwin, WI
• 08/1993 → 09/2025
  Avantax Investment Services, Inc.
  Baldwin, WI
• 01/2010 → 08/2024
  Shafer Financial Services, Sc
  Baldwin, WI
• 09/1998 → 11/2016
  United Health One
  Baldwin, WI
• 11/1993 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Baldwin, WI
• 12/2023 → Present
  Tax-Smart Advisory Group, Llc.
  New Richmond, WI
• 08/1999 → 09/2025
  Avantax Advisory Services, Inc.
  Baldwin, WI
• 04/1992 → Present
  Shafer Financial Services
  Baldwin, WI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Baldwin, WI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-08-31 → 2025-09-05
  Avantax Advisory Services
  Baldwin, WI

Other Businesses

1) Transamerica Insurance & Investment Group~'NIR'~4333 Edgewood Road NE~Cedar Rapids~IA~52499~Independent Insurance Agent~Insurance Sales Agent~9/28/2011~1hrs~1hrs~Monitor existing fixed annuity. 2) MS RENTALS POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2003 ADDRESS: 1071 89th Avenue, Roberts WI 54023, United States DESCRIPTION: Manager 3) SHAFER FINANCIAL SERVICES POSITION: Owner/Sole Proprietor NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 100 START DATE: 04/01/1992 ADDRESS: 550 10th Avenue, Suite 101, Baldwin WI 54002, United States DESCRIPTION: All financial services provided thru Avantax using this trade name Originally used this trade name for tax & accounting business in 1992 4) SHAFER FINANCIAL SERVICES, SC POSITION: Secretary NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 30 START DATE: 01/04/2010 ADDRESS: 550 10th Avenue Ste 101, Baldwin WI 54002, United States DESCRIPTION: Tax Professional Accounting 5) TAX-SMART ADVISORY GROUP LLC POSITION: LLC Member NATURE: Tax-Smart Advisory Group LLC is financial advisors shared services INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/22/2023 ADDRESS: 246 Tierney Dr, New Richmond WI 54017, United States DESCRIPTION: Deal with day to day activities for financial advisors and provide services that facilitate maintenance and growth of advisory business.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-06-03

Other Names

• Marsha Erickson
• Marsha G Shafer
• Marsha Grace Shafer
• Marsha Grace Shafer-Trygstad